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 | $138,947 | $157,256-11.6% | $141,162-1.6% | $152,861-9.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 16.48% | 64.32%-47.8pp | 71.39%-54.9pp | 345.32%-328.8pp |
| Employer contribution / active EE | $3,556 | $5,261-32.4% | $4,735-24.9% | $4,762-25.3% |
| Participant deferral / active EE | $7,566 | $7,109+6.4% | $6,709+12.8% | $5,850+29.3% |
| Admin fee / account holder | $3,619 | $12,120-70.1% | $10,261-64.7% | $11,596-68.8% |