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 | $149,535 | $157,256-4.9% | $141,162+5.9% | $152,861-2.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 22.66% | 64.32%-41.7pp | 71.39%-48.7pp | 345.32%-322.7pp |
| Employer contribution / active EE | $6,262 | $5,261+19.0% | $4,735+32.2% | $4,762+31.5% |
| Participant deferral / active EE | $6,286 | $7,109-11.6% | $6,709-6.3% | $5,850+7.4% |
| Admin fee / account holder | $372 | $12,120-96.9% | $10,261-96.4% | $11,596-96.8% |