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 | $153,032 | $115,882+32.1% | $100,516+52.2% | $158,922-3.7% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 12.86% | 34.79%-21.9pp | 30.89%-18.0pp | 302.83%-290.0pp |
| Employer contribution / active EE | $3,286 | $4,103-19.9% | $3,418-3.9% | $4,761-31.0% |
| Participant deferral / active EE | $14,102 | $6,674+111.3% | $6,270+124.9% | $5,982+135.7% |
| Admin fee / account holder | $1,221 | $10,995-88.9% | $8,081-84.9% | $11,246-89.1% |