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 4-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 | $150,234 | $201,272-25.4% | $184,203-18.4% | $145,922+3.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 34.03% | 29.00%+5.0pp | 28.81%+5.2pp | 561.29%-527.3pp |
| Employer contribution / active EE | $9,184 | $7,022+30.8% | $6,427+42.9% | $4,660+97.1% |
| Participant deferral / active EE | $8,603 | $9,806-12.3% | $9,131-5.8% | $6,688+28.6% |
| Admin fee / account holder | $522 | $16,364-96.8% | $13,901-96.2% | $13,397-96.1% |