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 | $167,797 | $157,256+6.7% | $141,162+18.9% | $152,861+9.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 26.58% | 64.32%-37.7pp | 71.39%-44.8pp | 345.32%-318.7pp |
| Employer contribution / active EE | $4,614 | $5,261-12.3% | $4,735-2.6% | $4,762-3.1% |
| Participant deferral / active EE | $7,106 | $7,1090% | $6,709+5.9% | $5,850+21.5% |
| Admin fee / account holder | $19,653 | $12,120+62.1% | $10,261+91.5% | $11,596+69.5% |