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 | $142,203 | $117,841+20.7% | $102,423+38.8% | $145,922-2.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 9.79% | 31.65%-21.9pp | 29.32%-19.5pp | 561.29%-551.5pp |
| Employer contribution / active EE | $3,231 | $3,615-10.6% | $3,023+6.9% | $4,660-30.7% |
| Participant deferral / active EE | $11,248 | $5,731+96.3% | $5,053+122.6% | $6,688+68.2% |
| Admin fee / account holder | $58,966 | $13,326+342.5% | $9,451+523.9% | $13,397+340.1% |