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 | $128,872 | $117,841+9.4% | $102,423+25.8% | $145,922-11.7% |
| Participation rate | 93.3% | 78.6%+14.7pp | 76.5%+16.8pp | 80.3%+13.1pp |
| Annual return | 11.79% | 31.65%-19.9pp | 29.32%-17.5pp | 561.29%-549.5pp |
| Employer contribution / active EE | $11,290 | $3,615+212.3% | $3,023+273.4% | $4,660+142.3% |
| Participant deferral / active EE | $6,498 | $5,731+13.4% | $5,053+28.6% | $6,688-2.8% |
| Admin fee / account holder | $4,370 | $13,326-67.2% | $9,451-53.8% | $13,397-67.4% |