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 | $89,250 | $97,125-8.1% | $86,233+3.5% | $137,256-35.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 13.08% | 74.19%-61.1pp | 61.39%-48.3pp | 220.34%-207.3pp |
| Employer contribution / active EE | $3,266 | $2,841+15.0% | $2,504+30.4% | $4,156-21.4% |
| Participant deferral / active EE | $5,656 | $5,180+9.2% | $4,559+24.1% | $6,407-11.7% |
| Admin fee / account holder | $1,916 | $9,725-80.3% | $8,342-77.0% | $12,270-84.4% |