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 | $171,570 | $183,519-6.5% | $155,509+10.3% | $145,922+17.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.72% | 61.17%-49.4pp | 64.67%-52.9pp | 561.29%-549.6pp |
| Employer contribution / active EE | $2,093 | $5,313-60.6% | $4,672-55.2% | $4,660-55.1% |
| Participant deferral / active EE | $4,563 | $6,462-29.4% | $5,626-18.9% | $6,688-31.8% |
| Admin fee / account holder | $16,136 | $19,313-16.4% | $15,912+1.4% | $13,397+20.4% |