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 | $185,865 | $157,256+18.2% | $141,162+31.7% | $152,861+21.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 20.08% | 64.32%-44.2pp | 71.39%-51.3pp | 345.32%-325.2pp |
| Employer contribution / active EE | $4,463 | $5,261-15.2% | $4,735-5.8% | $4,762-6.3% |
| Participant deferral / active EE | $6,059 | $7,109-14.8% | $6,709-9.7% | $5,850+3.6% |
| Admin fee / account holder | $2,424 | $12,120-80.0% | $10,261-76.4% | $11,596-79.1% |