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 | $170,855 | $157,256+8.6% | $141,162+21.0% | $152,861+11.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 23.63% | 64.32%-40.7pp | 71.39%-47.8pp | 345.32%-321.7pp |
| Employer contribution / active EE | $3,416 | $5,261-35.1% | $4,735-27.9% | $4,762-28.3% |
| Participant deferral / active EE | $8,880 | $7,109+24.9% | $6,709+32.4% | $5,850+51.8% |
| Admin fee / account holder | $1,932 | $12,120-84.1% | $10,261-81.2% | $11,596-83.3% |