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 | $102,634 | $117,983-13.0% | $101,794+0.8% | $142,382-27.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 14.95% | 36.92%-22.0pp | 30.53%-15.6pp | 217.08%-202.1pp |
| Employer contribution / active EE | $4,395 | $2,773+58.5% | $2,289+92.0% | $4,299+2.2% |
| Participant deferral / active EE | $6,979 | $4,714+48.1% | $4,084+70.9% | $6,507+7.3% |
| Admin fee / account holder | $6,489 | $10,433-37.8% | $8,777-26.1% | $12,624-48.6% |