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 | $145,118 | $157,256-7.7% | $141,162+2.8% | $152,861-5.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 18.05% | 64.32%-46.3pp | 71.39%-53.3pp | 345.32%-327.3pp |
| Employer contribution / active EE | $36,204 | $5,261+588.2% | $4,735+664.6% | $4,762+660.2% |
| Participant deferral / active EE | $18,888 | $7,109+165.7% | $6,709+181.5% | $5,850+222.9% |
| Admin fee / account holder | $1,625 | $12,120-86.6% | $10,261-84.2% | $11,596-86.0% |