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 | $146,295 | $117,841+24.1% | $102,423+42.8% | $145,922+0.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 13.98% | 31.65%-17.7pp | 29.32%-15.3pp | 561.29%-547.3pp |
| Employer contribution / active EE | $2,178 | $3,615-39.8% | $3,023-28.0% | $4,660-53.3% |
| Participant deferral / active EE | $3,357 | $5,731-41.4% | $5,053-33.6% | $6,688-49.8% |
| Admin fee / account holder | $1,858 | $13,326-86.1% | $9,451-80.3% | $13,397-86.1% |