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 | $146,392 | $105,859+38.3% | $90,160+62.4% | $147,584-0.8% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 23.48% | 37.63%-14.1pp | 34.88%-11.4pp | 578.55%-555.1pp |
| Employer contribution / active EE | $689 | $4,126-83.3% | $3,318-79.2% | $4,876-85.9% |
| Participant deferral / active EE | $6,685 | $5,733+16.6% | $5,288+26.4% | $5,439+22.9% |
| Admin fee / account holder | $2,725 | $8,046-66.1% | $5,943-54.1% | $10,885-75.0% |