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 | $148,463 | $176,377-15.8% | $134,143+10.7% | $158,922-6.6% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 15.37% | 63.63%-48.3pp | 36.33%-21.0pp | 302.83%-287.5pp |
| Employer contribution / active EE | $2,975 | $5,040-41.0% | $3,704-19.7% | $4,761-37.5% |
| Participant deferral / active EE | $6,624 | $4,091+61.9% | $3,499+89.3% | $5,982+10.7% |
| Admin fee / account holder | $1,739 | $8,718-80.0% | $6,684-74.0% | $11,246-84.5% |