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 | $152,547 | $201,272-24.2% | $184,203-17.2% | $145,922+4.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 12.73% | 29.00%-16.3pp | 28.81%-16.1pp | 561.29%-548.6pp |
| Employer contribution / active EE | $3,370 | $7,022-52.0% | $6,427-47.6% | $4,660-27.7% |
| Participant deferral / active EE | $6,726 | $9,806-31.4% | $9,131-26.3% | $6,688+0.6% |
| Admin fee / account holder | $8,597 | $16,364-47.5% | $13,901-38.2% | $13,397-35.8% |