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 | $234,466 | $157,256+49.1% | $141,162+66.1% | $152,861+53.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 21.63% | 64.32%-42.7pp | 71.39%-49.8pp | 345.32%-323.7pp |
| Employer contribution / active EE | $4,815 | $5,261-8.5% | $4,735+1.7% | $4,762+1.1% |
| Participant deferral / active EE | $5,895 | $7,109-17.1% | $6,709-12.1% | $5,850+0.8% |
| Admin fee / account holder | $1,004 | $12,120-91.7% | $10,261-90.2% | $11,596-91.3% |