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 | $144,747 | $124,425+16.3% | $112,040+29.2% | $137,256+5.5% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 13.13% | 24.72%-11.6pp | 24.52%-11.4pp | 220.34%-207.2pp |
| Employer contribution / active EE | $2,752 | $3,411-19.3% | $2,954-6.8% | $4,156-33.8% |
| Participant deferral / active EE | $10,270 | $5,718+79.6% | $5,098+101.5% | $6,407+60.3% |
| Admin fee / account holder | $51,040 | $15,207+235.6% | $12,098+321.9% | $12,270+316.0% |