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 | $149,322 | $117,841+26.7% | $102,423+45.8% | $145,922+2.3% |
| Participation rate | 93.8% | 78.6%+15.2pp | 76.5%+17.3pp | 80.3%+13.5pp |
| Annual return | 9.01% | 31.65%-22.6pp | 29.32%-20.3pp | 561.29%-552.3pp |
| Employer contribution / active EE | $1,649 | $3,615-54.4% | $3,023-45.5% | $4,660-64.6% |
| Participant deferral / active EE | $3,293 | $5,731-42.5% | $5,053-34.8% | $6,688-50.8% |
| Admin fee / account holder | $1,975 | $13,326-85.2% | $9,451-79.1% | $13,397-85.3% |