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 | $169,709 | $155,788+8.9% | $124,672+36.1% | $167,490+1.3% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 11.53% | 17.97%-6.4pp | 5142.93%-5131.4pp | 478.56%-467.0pp |
| Employer contribution / active EE | $1,877 | $4,163-54.9% | $3,324-43.5% | $4,837-61.2% |
| Participant deferral / active EE | $8,342 | $5,673+47.0% | $4,614+80.8% | $6,341+31.6% |
| Admin fee / account holder | $3,635 | $9,531-61.9% | $7,493-51.5% | $12,309-70.5% |