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 | $160,915 | $142,405+13.0% | $115,157+39.7% | $152,861+5.3% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 24.04% | 41.48%-17.4pp | 35.60%-11.6pp | 345.32%-321.3pp |
| Employer contribution / active EE | $4,361 | $4,010+8.8% | $3,179+37.2% | $4,762-8.4% |
| Participant deferral / active EE | $2,908 | $5,164-43.7% | $4,168-30.2% | $5,850-50.3% |
| Admin fee / account holder | $1,865 | $8,462-78.0% | $7,088-73.7% | $11,596-83.9% |