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 | $147,592 | $106,515+38.6% | $96,683+52.7% | $139,434+5.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 16.57% | 38.43%-21.9pp | 35.69%-19.1pp | 372.94%-356.4pp |
| Employer contribution / active EE | $11,482 | $4,103+179.9% | $3,737+207.3% | $4,751+141.7% |
| Participant deferral / active EE | $1,864 | $5,454-65.8% | $4,878-61.8% | $6,710-72.2% |
| Admin fee / account holder | $4,282 | $7,877-45.6% | $6,730-36.4% | $11,403-62.4% |