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 | $159,475 | $157,256+1.4% | $141,162+13.0% | $152,861+4.3% |
| 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 | $5,773 | $5,261+9.7% | $4,735+21.9% | $4,762+21.2% |
| Participant deferral / active EE | $7,325 | $7,109+3.0% | $6,709+9.2% | $5,850+25.2% |
| Admin fee / account holder | $20,893 | $12,120+72.4% | $10,261+103.6% | $11,596+80.2% |