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 | $151,127 | $137,414+10.0% | $189,513-20.3% | $85,850+76.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 19.12% | 38.14%-19.0pp | 555.15%-536.0pp | 318.53%-299.4pp |
| Employer contribution / active EE | $3,821 | $4,344-12.0% | $6,162-38.0% | $2,565+49.0% |
| Participant deferral / active EE | $8,605 | $6,260+37.5% | $8,221+4.7% | $3,952+117.8% |
| Admin fee / account holder | $8,789 | $8,630+1.8% | $12,045-27.0% | $6,260+40.4% |