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 | $146,415 | $105,859+38.3% | $90,160+62.4% | $147,584-0.8% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 11.00% | 37.63%-26.6pp | 34.88%-23.9pp | 578.55%-567.6pp |
| Employer contribution / active EE | $3,889 | $4,126-5.8% | $3,318+17.2% | $4,876-20.3% |
| Participant deferral / active EE | $12,282 | $5,733+114.2% | $5,288+132.3% | $5,439+125.8% |
| Admin fee / account holder | $28,369 | $8,046+252.6% | $5,943+377.4% | $10,885+160.6% |