See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,900 | $97,744+11.4% | $103,476+5.2% | $145,922-25.4% |
| Participation rate | 100.0% | 81.1%+18.9pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 12.09% | 25.41%-13.3pp | 23.90%-11.8pp | 561.29%-549.2pp |
| Employer contribution / active EE | $5,253 | $4,677+12.3% | $4,672+12.4% | $4,660+12.7% |
| Participant deferral / active EE | $8,955 | $6,603+35.6% | $6,623+35.2% | $6,688+33.9% |
| Admin fee / account holder | $1,536 | $12,515-87.7% | $9,413-83.7% | $13,397-88.5% |