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 | $143,380 | $116,175+23.4% | $93,606+53.2% | $152,861-6.2% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 15.38% | 35.96%-20.6pp | 32.76%-17.4pp | 345.32%-329.9pp |
| Employer contribution / active EE | $2,366 | $3,218-26.5% | $2,718-13.0% | $4,762-50.3% |
| Participant deferral / active EE | $7,870 | $4,603+71.0% | $4,069+93.4% | $5,850+34.5% |
| Admin fee / account holder | $13,059 | $10,748+21.5% | $7,888+65.5% | $11,596+12.6% |