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 | $159,094 | $158,398+0.4% | $126,539+25.7% | $142,382+11.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 14.32% | 593.76%-579.4pp | 425.95%-411.6pp | 217.08%-202.8pp |
| Employer contribution / active EE | $3,526 | $4,650-24.2% | $3,674-4.0% | $4,299-18.0% |
| Participant deferral / active EE | $3,526 | $4,767-26.0% | $4,083-13.6% | $6,507-45.8% |
| Admin fee / account holder | $32,100 | $6,918+364.0% | $6,065+429.3% | $12,624+154.3% |