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 | $142,338 | $157,256-9.5% | $141,162+0.8% | $152,861-6.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 22.33% | 64.32%-42.0pp | 71.39%-49.1pp | 345.32%-323.0pp |
| Employer contribution / active EE | $9,400 | $5,261+78.7% | $4,735+98.5% | $4,762+97.4% |
| Participant deferral / active EE | $16,667 | $7,109+134.4% | $6,709+148.4% | $5,850+184.9% |
| Admin fee / account holder | $666 | $12,120-94.5% | $10,261-93.5% | $11,596-94.3% |