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 | $196,344 | $157,256+24.9% | $141,162+39.1% | $152,861+28.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 16.96% | 64.32%-47.4pp | 71.39%-54.4pp | 345.32%-328.4pp |
| Employer contribution / active EE | $5,332 | $5,261+1.3% | $4,735+12.6% | $4,762+12.0% |
| Participant deferral / active EE | $3,044 | $7,109-57.2% | $6,709-54.6% | $5,850-48.0% |
| Admin fee / account holder | $2,171 | $12,120-82.1% | $10,261-78.8% | $11,596-81.3% |