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 | $151,701 | $157,256-3.5% | $141,162+7.5% | $152,861-0.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 28.94% | 64.32%-35.4pp | 71.39%-42.5pp | 345.32%-316.4pp |
| Employer contribution / active EE | $2,630 | $5,261-50.0% | $4,735-44.5% | $4,762-44.8% |
| Participant deferral / active EE | $7,898 | $7,109+11.1% | $6,709+17.7% | $5,850+35.0% |
| Admin fee / account holder | $1,619 | $12,120-86.6% | $10,261-84.2% | $11,596-86.0% |