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 | $160,812 | $157,256+2.3% | $141,162+13.9% | $152,861+5.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 16.06% | 64.32%-48.3pp | 71.39%-55.3pp | 345.32%-329.3pp |
| Employer contribution / active EE | $37,687 | $5,261+616.4% | $4,735+695.9% | $4,762+691.4% |
| Participant deferral / active EE | $20,144 | $7,109+183.3% | $6,709+200.3% | $5,850+244.3% |
| Admin fee / account holder | $40,445 | $12,120+233.7% | $10,261+294.2% | $11,596+248.8% |