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 | $145,227 | $88,751+63.6% | $81,812+77.5% | $145,922-0.5% |
| Participation rate | 77.3% | 75.0%+2.2pp | 72.3%+4.9pp | 80.3%-3.0pp |
| Annual return | 15.13% | 1025.40%-1010.3pp | 773.79%-758.7pp | 561.29%-546.2pp |
| Employer contribution / active EE | $3,360 | $3,083+9.0% | $2,912+15.4% | $4,660-27.9% |
| Participant deferral / active EE | $10,875 | $4,643+134.2% | $4,319+151.8% | $6,688+62.6% |
| Admin fee / account holder | $8,866 | $8,415+5.4% | $7,386+20.0% | $13,397-33.8% |