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 | $147,154 | $165,912-11.3% | $122,332+20.3% | $147,584-0.3% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 12.37% | 34.55%-22.2pp | 30.27%-17.9pp | 578.55%-566.2pp |
| Employer contribution / active EE | $2,943 | $5,754-48.9% | $4,050-27.3% | $4,876-39.6% |
| Participant deferral / active EE | $5,360 | $4,005+33.8% | $3,287+63.1% | $5,439-1.4% |
| Admin fee / account holder | $26,082 | $7,424+251.3% | $5,478+376.1% | $10,885+139.6% |