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 | $145,246 | $183,519-20.9% | $155,509-6.6% | $145,922-0.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.28% | 61.17%-49.9pp | 64.67%-53.4pp | 561.29%-550.0pp |
| Employer contribution / active EE | $1,622 | $5,313-69.5% | $4,672-65.3% | $4,660-65.2% |
| Participant deferral / active EE | $6,115 | $6,462-5.4% | $5,626+8.7% | $6,688-8.6% |
| Admin fee / account holder | $9,941 | $19,313-48.5% | $15,912-37.5% | $13,397-25.8% |