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 | $145,122 | $117,841+23.2% | $102,423+41.7% | $145,922-0.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 11.38% | 31.65%-20.3pp | 29.32%-17.9pp | 561.29%-549.9pp |
| Employer contribution / active EE | $4,269 | $3,615+18.1% | $3,023+41.2% | $4,660-8.4% |
| Participant deferral / active EE | $7,236 | $5,731+26.3% | $5,053+43.2% | $6,688+8.2% |
| Admin fee / account holder | $19,166 | $13,326+43.8% | $9,451+102.8% | $13,397+43.1% |