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 | $144,151 | $112,096+28.6% | $95,952+50.2% | $158,922-9.3% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 23.79% | 171.09%-147.3pp | 91.61%-67.8pp | 302.83%-279.0pp |
| Employer contribution / active EE | $2,022 | $3,198-36.8% | $2,541-20.4% | $4,761-57.5% |
| Participant deferral / active EE | $2,485 | $4,784-48.1% | $4,167-40.4% | $5,982-58.5% |
| Admin fee / account holder | $8,844 | $10,130-12.7% | $6,795+30.1% | $11,246-21.4% |