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 | $160,562 | $157,256+2.1% | $141,162+13.7% | $152,861+5.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 29.03% | 64.32%-35.3pp | 71.39%-42.4pp | 345.32%-316.3pp |
| Employer contribution / active EE | $7,127 | $5,261+35.5% | $4,735+50.5% | $4,762+49.6% |
| Participant deferral / active EE | $10,357 | $7,109+45.7% | $6,709+54.4% | $5,850+77.0% |
| Admin fee / account holder | $9,183 | $12,120-24.2% | $10,261-10.5% | $11,596-20.8% |