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 | $173,738 | $157,256+10.5% | $141,162+23.1% | $152,861+13.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 28.58% | 64.32%-35.7pp | 71.39%-42.8pp | 345.32%-316.7pp |
| Employer contribution / active EE | $7,688 | $5,261+46.1% | $4,735+62.4% | $4,762+61.4% |
| Participant deferral / active EE | $9,952 | $7,109+40.0% | $6,709+48.3% | $5,850+70.1% |
| Admin fee / account holder | $6,056 | $12,120-50.0% | $10,261-41.0% | $11,596-47.8% |