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 | $156,495 | $124,319+25.9% | $111,297+40.6% | $167,490-6.6% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 10.53% | 37.44%-26.9pp | 54.65%-44.1pp | 478.56%-468.0pp |
| Employer contribution / active EE | $3,466 | $3,435+0.9% | $2,731+26.9% | $4,837-28.4% |
| Participant deferral / active EE | $7,784 | $5,180+50.3% | $4,487+73.5% | $6,341+22.8% |
| Admin fee / account holder | $45,663 | $10,618+330.1% | $7,964+473.4% | $12,309+271.0% |