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 | $160,748 | $142,405+12.9% | $115,157+39.6% | $152,861+5.2% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 10.60% | 41.48%-30.9pp | 35.60%-25.0pp | 345.32%-334.7pp |
| Employer contribution / active EE | $5,476 | $4,010+36.6% | $3,179+72.3% | $4,762+15.0% |
| Participant deferral / active EE | $4,831 | $5,164-6.5% | $4,168+15.9% | $5,850-17.4% |
| Admin fee / account holder | $6,637 | $8,462-21.6% | $7,088-6.4% | $11,596-42.8% |