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 | $225,818 | $157,256+43.6% | $141,162+60.0% | $152,861+47.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 22.40% | 64.32%-41.9pp | 71.39%-49.0pp | 345.32%-322.9pp |
| Employer contribution / active EE | $2,972 | $5,261-43.5% | $4,735-37.2% | $4,762-37.6% |
| Participant deferral / active EE | $7,500 | $7,109+5.5% | $6,709+11.8% | $5,850+28.2% |
| Admin fee / account holder | $1,381 | $12,120-88.6% | $10,261-86.5% | $11,596-88.1% |