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 | $154,111 | $127,777+20.6% | $106,548+44.6% | $167,490-8.0% |
| Participation rate | 94.7% | 78.3%+16.5pp | 76.1%+18.6pp | 82.1%+12.6pp |
| Annual return | 10.24% | 33.87%-23.6pp | 26.80%-16.6pp | 478.56%-468.3pp |
| Employer contribution / active EE | $5,890 | $3,427+71.9% | $2,819+108.9% | $4,837+21.8% |
| Participant deferral / active EE | $5,558 | $5,087+9.3% | $4,398+26.4% | $6,341-12.4% |
| Admin fee / account holder | $575 | $11,228-94.9% | $7,407-92.2% | $12,309-95.3% |