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 | $159,281 | $158,398+0.6% | $126,539+25.9% | $142,382+11.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 14.61% | 593.76%-579.1pp | 425.95%-411.3pp | 217.08%-202.5pp |
| Employer contribution / active EE | $2,507 | $4,650-46.1% | $3,674-31.8% | $4,299-41.7% |
| Participant deferral / active EE | $21,592 | $4,767+353.0% | $4,083+428.9% | $6,507+231.8% |
| Admin fee / account holder | $11,703 | $6,918+69.2% | $6,065+93.0% | $12,624-7.3% |