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 | $191,405 | $157,256+21.7% | $141,162+35.6% | $152,861+25.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 19.85% | 64.32%-44.5pp | 71.39%-51.5pp | 345.32%-325.5pp |
| Employer contribution / active EE | $2,294 | $5,261-56.4% | $4,735-51.5% | $4,762-51.8% |
| Participant deferral / active EE | $7,261 | $7,109+2.1% | $6,709+8.2% | $5,850+24.1% |
| Admin fee / account holder | $5,953 | $12,120-50.9% | $10,261-42.0% | $11,596-48.7% |