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 | $195,261 | $157,256+24.2% | $141,162+38.3% | $152,861+27.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 23.26% | 64.32%-41.1pp | 71.39%-48.1pp | 345.32%-322.1pp |
| Employer contribution / active EE | $3,246 | $5,261-38.3% | $4,735-31.4% | $4,762-31.8% |
| Participant deferral / active EE | $4,314 | $7,109-39.3% | $6,709-35.7% | $5,850-26.3% |
| Admin fee / account holder | $27,923 | $12,120+130.4% | $10,261+172.1% | $11,596+140.8% |