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 | $138,543 | $115,882+19.6% | $100,516+37.8% | $158,922-12.8% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 13.23% | 34.79%-21.6pp | 30.89%-17.7pp | 302.83%-289.6pp |
| Employer contribution / active EE | $937 | $4,103-77.2% | $3,418-72.6% | $4,761-80.3% |
| Participant deferral / active EE | $4,399 | $6,674-34.1% | $6,270-29.8% | $5,982-26.5% |
| Admin fee / account holder | $414 | $10,995-96.2% | $8,081-94.9% | $11,246-96.3% |