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 | $148,882 | $115,882+28.5% | $100,516+48.1% | $158,922-6.3% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 18.91% | 34.79%-15.9pp | 30.89%-12.0pp | 302.83%-283.9pp |
| Employer contribution / active EE | $9,907 | $4,103+141.5% | $3,418+189.9% | $4,761+108.1% |
| Participant deferral / active EE | $10,541 | $6,674+57.9% | $6,270+68.1% | $5,982+76.2% |
| Admin fee / account holder | $547 | $10,995-95.0% | $8,081-93.2% | $11,246-95.1% |