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 | $142,784 | $117,841+21.2% | $102,423+39.4% | $145,922-2.2% |
| Participation rate | 85.7% | 78.6%+7.1pp | 76.5%+9.2pp | 80.3%+5.4pp |
| Annual return | 12.83% | 31.65%-18.8pp | 29.32%-16.5pp | 561.29%-548.5pp |
| Employer contribution / active EE | $2,382 | $3,615-34.1% | $3,023-21.2% | $4,660-48.9% |
| Participant deferral / active EE | $5,115 | $5,731-10.7% | $5,053+1.2% | $6,688-23.5% |
| Admin fee / account holder | $232,820 | $13,326+1647.1% | $9,451+2363.5% | $13,397+1637.9% |