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 | $137,628 | $183,519-25.0% | $155,509-11.5% | $145,922-5.7% |
| Participation rate | 84.6% | 82.7%+1.9pp | 78.2%+6.4pp | 80.3%+4.3pp |
| Annual return | 38.27% | 61.17%-22.9pp | 64.67%-26.4pp | 561.29%-523.0pp |
| Employer contribution / active EE | $9,927 | $5,313+86.9% | $4,672+112.5% | $4,660+113.1% |
| Participant deferral / active EE | $7,958 | $6,462+23.1% | $5,626+41.4% | $6,688+19.0% |
| Admin fee / account holder | $18,103 | $19,313-6.3% | $15,912+13.8% | $13,397+35.1% |