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 | $148,800 | $177,572-16.2% | $154,803-3.9% | $142,382+4.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 12.55% | 65.07%-52.5pp | 58.88%-46.3pp | 217.08%-204.5pp |
| Employer contribution / active EE | $9,195 | $4,810+91.2% | $4,305+113.6% | $4,299+113.9% |
| Participant deferral / active EE | $4,923 | $6,272-21.5% | $5,540-11.2% | $6,507-24.3% |
| Admin fee / account holder | $26,226 | $16,786+56.2% | $14,329+83.0% | $12,624+107.8% |