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 | $222,055 | $157,256+41.2% | $141,162+57.3% | $152,861+45.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 21.14% | 64.32%-43.2pp | 71.39%-50.3pp | 345.32%-324.2pp |
| Employer contribution / active EE | $4,889 | $5,261-7.1% | $4,735+3.3% | $4,762+2.7% |
| Participant deferral / active EE | $5,114 | $7,109-28.1% | $6,709-23.8% | $5,850-12.6% |
| Admin fee / account holder | $3,206 | $12,120-73.6% | $10,261-68.8% | $11,596-72.4% |