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 | $146,245 | $210,648-30.6% | $177,989-17.8% | $145,922+0.2% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 19.92% | 385.86%-365.9pp | 294.48%-274.6pp | 561.29%-541.4pp |
| Employer contribution / active EE | $3,393 | $4,565-25.7% | $3,949-14.1% | $4,660-27.2% |
| Participant deferral / active EE | $9,817 | $6,958+41.1% | $6,276+56.4% | $6,688+46.8% |
| Admin fee / account holder | $1,081 | $12,013-91.0% | $10,363-89.6% | $13,397-91.9% |