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 | $184,113 | $137,414+34.0% | $189,513-2.8% | $85,850+114.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 18.36% | 38.14%-19.8pp | 555.15%-536.8pp | 318.53%-300.2pp |
| Employer contribution / active EE | $1,779 | $4,344-59.1% | $6,162-71.1% | $2,565-30.7% |
| Participant deferral / active EE | $7,870 | $6,260+25.7% | $8,221-4.3% | $3,952+99.2% |
| Admin fee / account holder | $1,609 | $8,630-81.4% | $12,045-86.6% | $6,260-74.3% |