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 | $163,073 | $157,256+3.7% | $141,162+15.5% | $152,861+6.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 16.88% | 64.32%-47.4pp | 71.39%-54.5pp | 345.32%-328.4pp |
| Employer contribution / active EE | $3,314 | $5,261-37.0% | $4,735-30.0% | $4,762-30.4% |
| Participant deferral / active EE | $7,636 | $7,109+7.4% | $6,709+13.8% | $5,850+30.5% |
| Admin fee / account holder | $43,262 | $12,120+256.9% | $10,261+321.6% | $11,596+273.1% |