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 | $188,541 | $157,256+19.9% | $141,162+33.6% | $152,861+23.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 21.94% | 64.32%-42.4pp | 71.39%-49.5pp | 345.32%-323.4pp |
| Employer contribution / active EE | $3,682 | $5,261-30.0% | $4,735-22.2% | $4,762-22.7% |
| Participant deferral / active EE | $14,377 | $7,109+102.2% | $6,709+114.3% | $5,850+145.8% |
| Admin fee / account holder | $1,429 | $12,120-88.2% | $10,261-86.1% | $11,596-87.7% |