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 | $166,743 | $157,256+6.0% | $141,162+18.1% | $152,861+9.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 15.27% | 64.32%-49.1pp | 71.39%-56.1pp | 345.32%-330.0pp |
| Employer contribution / active EE | $5,993 | $5,261+13.9% | $4,735+26.6% | $4,762+25.8% |
| Participant deferral / active EE | $19,173 | $7,109+169.7% | $6,709+185.8% | $5,850+227.7% |
| Admin fee / account holder | $1,626 | $12,120-86.6% | $10,261-84.2% | $11,596-86.0% |