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 6-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 | $171,078 | $157,256+8.8% | $141,162+21.2% | $152,861+11.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 20.88% | 64.32%-43.4pp | 71.39%-50.5pp | 345.32%-324.4pp |
| Employer contribution / active EE | $5,487 | $5,261+4.3% | $4,735+15.9% | $4,762+15.2% |
| Participant deferral / active EE | $10,228 | $7,109+43.9% | $6,709+52.4% | $5,850+74.8% |
| Admin fee / account holder | $42,801 | $12,120+253.1% | $10,261+317.1% | $11,596+269.1% |