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 | $166,847 | $157,256+6.1% | $141,162+18.2% | $152,861+9.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 21.12% | 64.32%-43.2pp | 71.39%-50.3pp | 345.32%-324.2pp |
| Employer contribution / active EE | $1,335 | $5,261-74.6% | $4,735-71.8% | $4,762-72.0% |
| Participant deferral / active EE | $7,128 | $7,109+0.3% | $6,709+6.2% | $5,850+21.8% |
| Admin fee / account holder | $15,017 | $12,120+23.9% | $10,261+46.4% | $11,596+29.5% |