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 | $151,200 | $117,841+28.3% | $102,423+47.6% | $145,922+3.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 14.75% | 31.65%-16.9pp | 29.32%-14.6pp | 561.29%-546.5pp |
| Employer contribution / active EE | $2,149 | $3,615-40.6% | $3,023-28.9% | $4,660-53.9% |
| Participant deferral / active EE | $5,668 | $5,731-1.1% | $5,053+12.2% | $6,688-15.2% |
| Admin fee / account holder | $5,332 | $13,326-60.0% | $9,451-43.6% | $13,397-60.2% |