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 | $142,202 | $177,572-19.9% | $154,803-8.1% | $142,382-0.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 16.19% | 65.07%-48.9pp | 58.88%-42.7pp | 217.08%-200.9pp |
| Employer contribution / active EE | $11,128 | $4,810+131.3% | $4,305+158.5% | $4,299+158.9% |
| Participant deferral / active EE | $5,950 | $6,272-5.1% | $5,540+7.4% | $6,507-8.6% |
| Admin fee / account holder | $4,429 | $16,786-73.6% | $14,329-69.1% | $12,624-64.9% |