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 | $150,136 | $106,515+41.0% | $96,683+55.3% | $139,434+7.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 18.91% | 38.43%-19.5pp | 35.69%-16.8pp | 372.94%-354.0pp |
| Employer contribution / active EE | $3,590 | $4,103-12.5% | $3,737-3.9% | $4,751-24.4% |
| Participant deferral / active EE | $5,172 | $5,454-5.2% | $4,878+6.0% | $6,710-22.9% |
| Admin fee / account holder | $1,084 | $7,877-86.2% | $6,730-83.9% | $11,403-90.5% |