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 | $159,108 | $124,319+28.0% | $111,297+43.0% | $167,490-5.0% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 11.87% | 37.44%-25.6pp | 54.65%-42.8pp | 478.56%-466.7pp |
| Employer contribution / active EE | $2,278 | $3,435-33.7% | $2,731-16.6% | $4,837-52.9% |
| Participant deferral / active EE | $3,591 | $5,180-30.7% | $4,487-20.0% | $6,341-43.4% |
| Admin fee / account holder | $121,917 | $10,618+1048.2% | $7,964+1430.9% | $12,309+890.5% |