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 | $148,625 | $148,534+0.1% | $135,903+9.4% | $139,434+6.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 17.91% | 79.19%-61.3pp | 68.23%-50.3pp | 372.94%-355.0pp |
| Employer contribution / active EE | $11,379 | $5,243+117.0% | $4,856+134.3% | $4,751+139.5% |
| Participant deferral / active EE | $11,400 | $8,100+40.7% | $7,758+46.9% | $6,710+69.9% |
| Admin fee / account holder | $3,786 | $12,400-69.5% | $10,762-64.8% | $11,403-66.8% |