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 | $148,181 | $117,841+25.7% | $102,423+44.7% | $145,922+1.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 9.19% | 31.65%-22.5pp | 29.32%-20.1pp | 561.29%-552.1pp |
| Employer contribution / active EE | $1,569 | $3,615-56.6% | $3,023-48.1% | $4,660-66.3% |
| Participant deferral / active EE | $3,765 | $5,731-34.3% | $5,053-25.5% | $6,688-43.7% |
| Admin fee / account holder | $4,236 | $13,326-68.2% | $9,451-55.2% | $13,397-68.4% |