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 | $143,262 | $157,256-8.9% | $141,162+1.5% | $152,861-6.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 23.97% | 64.32%-40.4pp | 71.39%-47.4pp | 345.32%-321.3pp |
| Employer contribution / active EE | $5,649 | $5,261+7.4% | $4,735+19.3% | $4,762+18.6% |
| Participant deferral / active EE | $12,973 | $7,109+82.5% | $6,709+93.4% | $5,850+121.7% |
| Admin fee / account holder | $43,139 | $12,120+255.9% | $10,261+320.4% | $11,596+272.0% |