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 | $152,231 | $127,386+19.5% | $115,037+32.3% | $125,391+21.4% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 14.12% | 31.28%-17.2pp | 26.14%-12.0pp | 282.22%-268.1pp |
| Employer contribution / active EE | $13,346 | $5,166+158.3% | $4,608+189.6% | $4,866+174.3% |
| Participant deferral / active EE | $5,535 | $6,423-13.8% | $6,026-8.2% | $5,352+3.4% |
| Admin fee / account holder | $2,167 | $9,516-77.2% | $8,175-73.5% | $9,540-77.3% |