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 | $150,659 | $180,028-16.3% | $138,135+9.1% | $158,922-5.2% |
| Participation rate | 100.0% | 82.2%+17.8pp | 78.7%+21.3pp | 82.0%+18.0pp |
| Annual return | 5.65% | 21.68%-16.0pp | 20.51%-14.9pp | 302.83%-297.2pp |
| Employer contribution / active EE | $4,053 | $7,470-45.7% | $5,587-27.4% | $4,761-14.9% |
| Participant deferral / active EE | $9,701 | $7,717+25.7% | $6,431+50.8% | $5,982+62.2% |
| Admin fee / account holder | $1,126 | $17,912-93.7% | $11,856-90.5% | $11,246-90.0% |