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 | $161,147 | $157,256+2.5% | $141,162+14.2% | $152,861+5.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 24.17% | 64.32%-40.2pp | 71.39%-47.2pp | 345.32%-321.1pp |
| Employer contribution / active EE | $2,780 | $5,261-47.2% | $4,735-41.3% | $4,762-41.6% |
| Participant deferral / active EE | $9,033 | $7,109+27.1% | $6,709+34.6% | $5,850+54.4% |
| Admin fee / account holder | $5,899 | $12,120-51.3% | $10,261-42.5% | $11,596-49.1% |