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 | $154,716 | $144,119+7.4% | $117,854+31.3% | $147,584+4.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 16.72% | 531.15%-514.4pp | 335.08%-318.4pp | 578.55%-561.8pp |
| Employer contribution / active EE | $1,970 | $4,896-59.8% | $3,786-48.0% | $4,876-59.6% |
| Participant deferral / active EE | $13,946 | $5,316+162.4% | $4,482+211.2% | $5,439+156.4% |
| Admin fee / account holder | $4,604 | $10,886-57.7% | $8,020-42.6% | $10,885-57.7% |