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 | $145,487 | $157,256-7.5% | $141,162+3.1% | $152,861-4.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 19.64% | 64.32%-44.7pp | 71.39%-51.8pp | 345.32%-325.7pp |
| Employer contribution / active EE | $1,274 | $5,261-75.8% | $4,735-73.1% | $4,762-73.2% |
| Participant deferral / active EE | $9,503 | $7,109+33.7% | $6,709+41.6% | $5,850+62.4% |
| Admin fee / account holder | $14,972 | $12,120+23.5% | $10,261+45.9% | $11,596+29.1% |