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 | $151,254 | $232,540-35.0% | $185,117-18.3% | $147,584+2.5% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 12.43% | 43.03%-30.6pp | 40.50%-28.1pp | 578.55%-566.1pp |
| Employer contribution / active EE | $4,614 | $5,195-11.2% | $4,182+10.3% | $4,876-5.4% |
| Participant deferral / active EE | $5,274 | $5,834-9.6% | $5,045+4.5% | $5,439-3.0% |
| Admin fee / account holder | $26,775 | $10,275+160.6% | $8,159+228.2% | $10,885+146.0% |