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 | $146,308 | $183,519-20.3% | $155,509-5.9% | $145,922+0.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.67% | 61.17%-50.5pp | 64.67%-54.0pp | 561.29%-550.6pp |
| Employer contribution / active EE | $2,517 | $5,313-52.6% | $4,672-46.1% | $4,660-46.0% |
| Participant deferral / active EE | $6,715 | $6,462+3.9% | $5,626+19.3% | $6,688+0.4% |
| Admin fee / account holder | $2,176 | $19,313-88.7% | $15,912-86.3% | $13,397-83.8% |