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 | $153,671 | $133,922+14.7% | $116,228+32.2% | $142,382+7.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 13.75% | 147.76%-134.0pp | 90.06%-76.3pp | 217.08%-203.3pp |
| Employer contribution / active EE | $2,913 | $3,446-15.5% | $2,994-2.7% | $4,299-32.2% |
| Participant deferral / active EE | $7,622 | $5,672+34.4% | $4,953+53.9% | $6,507+17.1% |
| Admin fee / account holder | $4,503 | $14,945-69.9% | $11,989-62.4% | $12,624-64.3% |