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 | $142,915 | $177,572-19.5% | $154,803-7.7% | $142,382+0.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 18.28% | 65.07%-46.8pp | 58.88%-40.6pp | 217.08%-198.8pp |
| Employer contribution / active EE | $12,662 | $4,810+163.2% | $4,305+194.1% | $4,299+194.5% |
| Participant deferral / active EE | $6,135 | $6,272-2.2% | $5,540+10.7% | $6,507-5.7% |
| Admin fee / account holder | $3,977 | $16,786-76.3% | $14,329-72.2% | $12,624-68.5% |