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 | $168,076 | $157,256+6.9% | $141,162+19.1% | $152,861+10.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 21.08% | 64.32%-43.2pp | 71.39%-50.3pp | 345.32%-324.2pp |
| Employer contribution / active EE | $3,480 | $5,261-33.8% | $4,735-26.5% | $4,762-26.9% |
| Participant deferral / active EE | $10,395 | $7,109+46.2% | $6,709+54.9% | $5,850+77.7% |
| Admin fee / account holder | $7,806 | $12,120-35.6% | $10,261-23.9% | $11,596-32.7% |