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 | $134,162 | $214,378-37.4% | $200,582-33.1% | $142,382-5.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 19.06% | 46.41%-27.3pp | 42.33%-23.3pp | 217.08%-198.0pp |
| Employer contribution / active EE | $2,565 | $6,841-62.5% | $6,419-60.0% | $4,299-40.3% |
| Participant deferral / active EE | $7,872 | $9,865-20.2% | $9,331-15.6% | $6,507+21.0% |
| Admin fee / account holder | $1,991 | $17,692-88.7% | $16,305-87.8% | $12,624-84.2% |