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 | $138,767 | $157,256-11.8% | $141,162-1.7% | $152,861-9.2% |
| Participation rate | 85.7% | 84.8%+0.9pp | 82.5%+3.2pp | 82.4%+3.3pp |
| Annual return | 20.02% | 64.32%-44.3pp | 71.39%-51.4pp | 345.32%-325.3pp |
| Employer contribution / active EE | $4,607 | $5,261-12.4% | $4,735-2.7% | $4,762-3.3% |
| Participant deferral / active EE | $11,763 | $7,109+65.5% | $6,709+75.3% | $5,850+101.1% |
| Admin fee / account holder | $135,144 | $12,120+1015.0% | $10,261+1217.0% | $11,596+1065.4% |