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 | $148,489 | $157,256-5.6% | $141,162+5.2% | $152,861-2.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 27.64% | 64.32%-36.7pp | 71.39%-43.7pp | 345.32%-317.7pp |
| Employer contribution / active EE | $14,820 | $5,261+181.7% | $4,735+213.0% | $4,762+211.2% |
| Participant deferral / active EE | $12,413 | $7,109+74.6% | $6,709+85.0% | $5,850+112.2% |
| Admin fee / account holder | $1,075 | $12,120-91.1% | $10,261-89.5% | $11,596-90.7% |