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 | $142,730 | $114,381+24.8% | $107,525+32.7% | $142,382+0.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 13.58% | 242.71%-229.1pp | 181.32%-167.7pp | 217.08%-203.5pp |
| Employer contribution / active EE | $2,117 | $4,015-47.3% | $3,754-43.6% | $4,299-50.8% |
| Participant deferral / active EE | $6,428 | $5,564+15.5% | $5,116+25.6% | $6,507-1.2% |
| Admin fee / account holder | $39,178 | $9,860+297.3% | $8,919+339.3% | $12,624+210.4% |