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 | $153,135 | $157,256-2.6% | $141,162+8.5% | $152,861+0.2% |
| Participation rate | 94.7% | 84.8%+9.9pp | 82.5%+12.3pp | 82.4%+12.3pp |
| Annual return | 21.63% | 64.32%-42.7pp | 71.39%-49.8pp | 345.32%-323.7pp |
| Employer contribution / active EE | $9,922 | $5,261+88.6% | $4,735+109.5% | $4,762+108.3% |
| Participant deferral / active EE | $12,035 | $7,109+69.3% | $6,709+79.4% | $5,850+105.7% |
| Admin fee / account holder | $11,474 | $12,120-5.3% | $10,261+11.8% | $11,596-1.1% |