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 | $190,004 | $157,256+20.8% | $141,162+34.6% | $152,861+24.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 16.98% | 64.32%-47.3pp | 71.39%-54.4pp | 345.32%-328.3pp |
| Employer contribution / active EE | $5,315 | $5,261+1.0% | $4,735+12.2% | $4,762+11.6% |
| Participant deferral / active EE | $7,729 | $7,109+8.7% | $6,709+15.2% | $5,850+32.1% |
| Admin fee / account holder | $4,949 | $12,120-59.2% | $10,261-51.8% | $11,596-57.3% |