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 | $188,504 | $157,256+19.9% | $141,162+33.5% | $152,861+23.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 25.63% | 64.32%-38.7pp | 71.39%-45.8pp | 345.32%-319.7pp |
| Employer contribution / active EE | $2,915 | $5,261-44.6% | $4,735-38.4% | $4,762-38.8% |
| Participant deferral / active EE | $12,048 | $7,109+69.5% | $6,709+79.6% | $5,850+105.9% |
| Admin fee / account holder | $7,161 | $12,120-40.9% | $10,261-30.2% | $11,596-38.2% |