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 | $189,850 | $157,256+20.7% | $141,162+34.5% | $152,861+24.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 18.33% | 64.32%-46.0pp | 71.39%-53.1pp | 345.32%-327.0pp |
| Employer contribution / active EE | $3,593 | $5,261-31.7% | $4,735-24.1% | $4,762-24.6% |
| Participant deferral / active EE | $9,716 | $7,109+36.7% | $6,709+44.8% | $5,850+66.1% |
| Admin fee / account holder | $80,022 | $12,120+560.2% | $10,261+679.8% | $11,596+590.1% |