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 | $147,401 | $165,912-11.2% | $122,332+20.5% | $147,584-0.1% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 9.87% | 34.55%-24.7pp | 30.27%-20.4pp | 578.55%-568.7pp |
| Employer contribution / active EE | $15,156 | $5,754+163.4% | $4,050+274.2% | $4,876+210.8% |
| Participant deferral / active EE | $12,420 | $4,005+210.1% | $3,287+277.9% | $5,439+128.4% |
| Admin fee / account holder | $884 | $7,424-88.1% | $5,478-83.9% | $10,885-91.9% |