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 | $150,892 | $157,256-4.0% | $141,162+6.9% | $152,861-1.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 21.23% | 64.32%-43.1pp | 71.39%-50.2pp | 345.32%-324.1pp |
| Employer contribution / active EE | $7,911 | $5,261+50.4% | $4,735+67.1% | $4,762+66.1% |
| Participant deferral / active EE | $12,709 | $7,109+78.8% | $6,709+89.4% | $5,850+117.2% |
| Admin fee / account holder | $7,530 | $12,120-37.9% | $10,261-26.6% | $11,596-35.1% |