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 | $155,007 | $142,405+8.8% | $115,157+34.6% | $152,861+1.4% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 23.99% | 41.48%-17.5pp | 35.60%-11.6pp | 345.32%-321.3pp |
| Employer contribution / active EE | $1,144 | $4,010-71.5% | $3,179-64.0% | $4,762-76.0% |
| Participant deferral / active EE | $2,272 | $5,164-56.0% | $4,168-45.5% | $5,850-61.2% |
| Admin fee / account holder | $871 | $8,462-89.7% | $7,088-87.7% | $11,596-92.5% |