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 | $119,265 | $157,256-24.2% | $141,162-15.5% | $152,861-22.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 26.93% | 64.32%-37.4pp | 71.39%-44.5pp | 345.32%-318.4pp |
| Employer contribution / active EE | $6,611 | $5,261+25.7% | $4,735+39.6% | $4,762+38.8% |
| Participant deferral / active EE | $10,466 | $7,109+47.2% | $6,709+56.0% | $5,850+78.9% |
| Admin fee / account holder | $368 | $12,120-97.0% | $10,261-96.4% | $11,596-96.8% |