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 | $161,316 | $157,256+2.6% | $141,162+14.3% | $152,861+5.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 21.06% | 64.32%-43.3pp | 71.39%-50.3pp | 345.32%-324.3pp |
| Employer contribution / active EE | $6,730 | $5,261+27.9% | $4,735+42.1% | $4,762+41.3% |
| Participant deferral / active EE | $5,399 | $7,109-24.1% | $6,709-19.5% | $5,850-7.7% |
| Admin fee / account holder | $6,299 | $12,120-48.0% | $10,261-38.6% | $11,596-45.7% |