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 | $153,808 | $157,256-2.2% | $141,162+9.0% | $152,861+0.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 14.60% | 64.32%-49.7pp | 71.39%-56.8pp | 345.32%-330.7pp |
| Employer contribution / active EE | $11,643 | $5,261+121.3% | $4,735+145.9% | $4,762+144.5% |
| Participant deferral / active EE | $6,190 | $7,109-12.9% | $6,709-7.7% | $5,850+5.8% |
| Admin fee / account holder | $12,909 | $12,120+6.5% | $10,261+25.8% | $11,596+11.3% |