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 | $151,547 | $140,940+7.5% | $112,229+35.0% | $139,434+8.7% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 16.57% | 32.71%-16.1pp | 30.20%-13.6pp | 372.94%-356.4pp |
| Employer contribution / active EE | $10,574 | $4,283+146.9% | $3,430+208.3% | $4,751+122.6% |
| Participant deferral / active EE | $5,081 | $5,874-13.5% | $4,798+5.9% | $6,710-24.3% |
| Admin fee / account holder | $9,474 | $9,954-4.8% | $7,748+22.3% | $11,403-16.9% |