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 | $150,120 | $185,822-19.2% | $169,993-11.7% | $139,434+7.7% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 30.82% | 60.50%-29.7pp | 53.37%-22.6pp | 372.94%-342.1pp |
| Employer contribution / active EE | $4,493 | $7,590-40.8% | $6,785-33.8% | $4,751-5.4% |
| Participant deferral / active EE | $9,903 | $11,622-14.8% | $10,408-4.9% | $6,710+47.6% |
| Admin fee / account holder | $9,619 | $15,381-37.5% | $12,815-24.9% | $11,403-15.6% |