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 | $183,529 | $159,602+15.0% | $150,045+22.3% | $142,382+28.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 12.45% | 70.24%-57.8pp | 62.55%-50.1pp | 217.08%-204.6pp |
| Employer contribution / active EE | $3,499 | $4,961-29.5% | $4,693-25.5% | $4,299-18.6% |
| Participant deferral / active EE | $8,258 | $8,310-0.6% | $7,997+3.3% | $6,507+26.9% |
| Admin fee / account holder | $48,573 | $14,846+227.2% | $13,435+261.5% | $12,624+284.8% |