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 | $178,771 | $157,256+13.7% | $141,162+26.6% | $152,861+16.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 26.68% | 64.32%-37.6pp | 71.39%-44.7pp | 345.32%-318.6pp |
| Employer contribution / active EE | $5,071 | $5,261-3.6% | $4,735+7.1% | $4,762+6.5% |
| Participant deferral / active EE | $9,497 | $7,109+33.6% | $6,709+41.5% | $5,850+62.3% |
| Admin fee / account holder | $6,787 | $12,120-44.0% | $10,261-33.9% | $11,596-41.5% |