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 | $145,974 | $98,750+47.8% | $149,696-2.5% | $79,858+82.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 25.23% | 27.43%-2.2pp | 276.60%-251.4pp | 31.71%-6.5pp |
| Employer contribution / active EE | $4,686 | $3,216+45.7% | $4,644+0.9% | $2,471+89.6% |
| Participant deferral / active EE | $11,202 | $5,680+97.2% | $6,842+63.7% | $3,740+199.5% |
| Admin fee / account holder | $4,921 | $6,053-18.7% | $9,309-47.1% | $5,306-7.3% |