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 | $147,501 | $105,859+39.3% | $90,160+63.6% | $147,584-0.1% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 15.06% | 37.63%-22.6pp | 34.88%-19.8pp | 578.55%-563.5pp |
| Employer contribution / active EE | $3,009 | $4,126-27.1% | $3,318-9.3% | $4,876-38.3% |
| Participant deferral / active EE | $8,435 | $5,733+47.1% | $5,288+59.5% | $5,439+55.1% |
| Admin fee / account holder | $556 | $8,046-93.1% | $5,943-90.6% | $10,885-94.9% |