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 | $193,466 | $157,256+23.0% | $141,162+37.1% | $152,861+26.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 22.80% | 64.32%-41.5pp | 71.39%-48.6pp | 345.32%-322.5pp |
| Employer contribution / active EE | $5,654 | $5,261+7.5% | $4,735+19.4% | $4,762+18.7% |
| Participant deferral / active EE | $7,040 | $7,109-1.0% | $6,709+4.9% | $5,850+20.3% |
| Admin fee / account holder | $6,465 | $12,120-46.7% | $10,261-37.0% | $11,596-44.2% |