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 | $146,231 | $183,519-20.3% | $155,509-6.0% | $145,922+0.2% |
| Participation rate | 85.0% | 82.7%+2.3pp | 78.2%+6.8pp | 80.3%+4.7pp |
| Annual return | 10.71% | 61.17%-50.5pp | 64.67%-54.0pp | 561.29%-550.6pp |
| Employer contribution / active EE | $11,302 | $5,313+112.7% | $4,672+141.9% | $4,660+142.5% |
| Participant deferral / active EE | $12,136 | $6,462+87.8% | $5,626+115.7% | $6,688+81.5% |
| Admin fee / account holder | $6,532 | $19,313-66.2% | $15,912-59.0% | $13,397-51.2% |