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 | $151,543 | $126,574+19.7% | $106,213+42.7% | $145,922+3.9% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 12.34% | 224.79%-212.4pp | 116.14%-103.8pp | 561.29%-548.9pp |
| Employer contribution / active EE | $2,115 | $3,730-43.3% | $3,171-33.3% | $4,660-54.6% |
| Participant deferral / active EE | $7,415 | $5,724+29.6% | $5,016+47.8% | $6,688+10.9% |
| Admin fee / account holder | $1,272 | $17,304-92.7% | $11,033-88.5% | $13,397-90.5% |