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 | $118,682 | $163,687-27.5% | $108,745+9.1% | $273,961-56.7% |
| Participation rate | 100.0% | 82.3%+17.7pp | 77.7%+22.3pp | 83.0%+17.0pp |
| Annual return | 11.36% | 31.16%-19.8pp | 46.22%-34.9pp | 41.45%-30.1pp |
| Employer contribution / active EE | $6,067 | $4,711+28.8% | $3,323+82.6% | $4,869+24.6% |
| Participant deferral / active EE | $6,067 | $7,155-15.2% | $5,121+18.5% | $5,287+14.8% |
| Admin fee / account holder | $535 | $12,890-95.9% | $6,144-91.3% | $10,132-94.7% |