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 | $131,256 | $117,983+11.3% | $101,794+28.9% | $142,382-7.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 12.45% | 36.92%-24.5pp | 30.53%-18.1pp | 217.08%-204.6pp |
| Employer contribution / active EE | $1,697 | $2,773-38.8% | $2,289-25.9% | $4,299-60.5% |
| Participant deferral / active EE | $4,038 | $4,714-14.3% | $4,084-1.1% | $6,507-38.0% |
| Admin fee / account holder | $1,451 | $10,433-86.1% | $8,777-83.5% | $12,624-88.5% |