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 | $173,656 | $157,256+10.4% | $141,162+23.0% | $152,861+13.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 16.89% | 64.32%-47.4pp | 71.39%-54.5pp | 345.32%-328.4pp |
| Employer contribution / active EE | $3,750 | $5,261-28.7% | $4,735-20.8% | $4,762-21.3% |
| Participant deferral / active EE | $8,665 | $7,109+21.9% | $6,709+29.2% | $5,850+48.1% |
| Admin fee / account holder | $64,461 | $12,120+431.9% | $10,261+528.2% | $11,596+455.9% |