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 | $193,953 | $157,256+23.3% | $141,162+37.4% | $152,861+26.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 16.77% | 64.32%-47.6pp | 71.39%-54.6pp | 345.32%-328.6pp |
| Employer contribution / active EE | $6,694 | $5,261+27.2% | $4,735+41.4% | $4,762+40.6% |
| Participant deferral / active EE | $5,338 | $7,109-24.9% | $6,709-20.4% | $5,850-8.8% |
| Admin fee / account holder | $3,594 | $12,120-70.4% | $10,261-65.0% | $11,596-69.0% |