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 | $159,364 | $157,256+1.3% | $141,162+12.9% | $152,861+4.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 29.14% | 64.32%-35.2pp | 71.39%-42.2pp | 345.32%-316.2pp |
| Employer contribution / active EE | $11,420 | $5,261+117.1% | $4,735+141.2% | $4,762+139.8% |
| Participant deferral / active EE | $10,175 | $7,109+43.1% | $6,709+51.7% | $5,850+73.9% |
| Admin fee / account holder | $752 | $12,120-93.8% | $10,261-92.7% | $11,596-93.5% |