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 | $143,949 | $114,381+25.9% | $107,525+33.9% | $142,382+1.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 16.95% | 242.71%-225.8pp | 181.32%-164.4pp | 217.08%-200.1pp |
| Employer contribution / active EE | $2,976 | $4,015-25.9% | $3,754-20.7% | $4,299-30.8% |
| Participant deferral / active EE | $5,705 | $5,564+2.5% | $5,116+11.5% | $6,507-12.3% |
| Admin fee / account holder | $4,002 | $9,860-59.4% | $8,919-55.1% | $12,624-68.3% |