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 | $147,800 | $107,452+37.6% | $91,541+61.5% | $142,382+3.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 12.01% | 22.06%-10.1pp | 20.50%-8.5pp | 217.08%-205.1pp |
| Employer contribution / active EE | $2,576 | $2,994-14.0% | $2,505+2.9% | $4,299-40.1% |
| Participant deferral / active EE | $5,071 | $4,754+6.7% | $4,008+26.5% | $6,507-22.1% |
| Admin fee / account holder | $66,447 | $8,834+652.2% | $6,956+855.2% | $12,624+426.4% |