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 | $149,968 | $124,281+20.7% | $109,143+37.4% | $167,490-10.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 14.59% | 26.04%-11.5pp | 25.75%-11.2pp | 478.56%-464.0pp |
| Employer contribution / active EE | $11,622 | $4,207+176.2% | $3,722+212.2% | $4,837+140.2% |
| Participant deferral / active EE | $4,418 | $5,255-15.9% | $4,653-5.1% | $6,341-30.3% |
| Admin fee / account holder | $2,404 | $7,970-69.8% | $6,752-64.4% | $12,309-80.5% |