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 | $174,574 | $157,256+11.0% | $141,162+23.7% | $152,861+14.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 22.29% | 64.32%-42.0pp | 71.39%-49.1pp | 345.32%-323.0pp |
| Employer contribution / active EE | $1,930 | $5,261-63.3% | $4,735-59.2% | $4,762-59.5% |
| Participant deferral / active EE | $6,695 | $7,109-5.8% | $6,709-0.2% | $5,850+14.4% |
| Admin fee / account holder | $1,171 | $12,120-90.3% | $10,261-88.6% | $11,596-89.9% |