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 | $155,317 | $157,256-1.2% | $141,162+10.0% | $152,861+1.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 17.62% | 64.32%-46.7pp | 71.39%-53.8pp | 345.32%-327.7pp |
| Employer contribution / active EE | $4,491 | $5,261-14.6% | $4,735-5.2% | $4,762-5.7% |
| Participant deferral / active EE | $9,309 | $7,109+30.9% | $6,709+38.8% | $5,850+59.1% |
| Admin fee / account holder | $94,209 | $12,120+677.3% | $10,261+818.1% | $11,596+712.4% |