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 | $142,295 | $105,859+34.4% | $90,160+57.8% | $147,584-3.6% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 13.40% | 37.63%-24.2pp | 34.88%-21.5pp | 578.55%-565.1pp |
| Employer contribution / active EE | $6,149 | $4,126+49.0% | $3,318+85.3% | $4,876+26.1% |
| Participant deferral / active EE | $13,711 | $5,733+139.1% | $5,288+159.3% | $5,439+152.1% |
| Admin fee / account holder | $1,683 | $8,046-79.1% | $5,943-71.7% | $10,885-84.5% |