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 | $153,639 | $183,592-16.3% | $155,567-1.2% | $145,959+5.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 23.13% | 61.24%-38.1pp | 64.74%-41.6pp | 561.95%-538.8pp |
| Employer contribution / active EE | $6,883 | $5,315+29.5% | $4,674+47.3% | $4,661+47.7% |
| Participant deferral / active EE | $7,958 | $6,464+23.1% | $5,628+41.4% | $6,689+19.0% |
| Admin fee / account holder | $528 | $19,318-97.3% | $15,916-96.7% | $13,398-96.1% |