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 | $143,296 | $124,319+15.3% | $111,297+28.8% | $167,490-14.4% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 15.26% | 37.44%-22.2pp | 54.65%-39.4pp | 478.56%-463.3pp |
| Employer contribution / active EE | $9,582 | $3,435+178.9% | $2,731+250.9% | $4,837+98.1% |
| Participant deferral / active EE | $6,179 | $5,180+19.3% | $4,487+37.7% | $6,341-2.6% |
| Admin fee / account holder | $12,739 | $10,618+20.0% | $7,964+60.0% | $12,309+3.5% |