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 9-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 | $152,717 | $157,256-2.9% | $141,162+8.2% | $152,861-0.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 16.69% | 64.32%-47.6pp | 71.39%-54.7pp | 345.32%-328.6pp |
| Employer contribution / active EE | $3,257 | $5,261-38.1% | $4,735-31.2% | $4,762-31.6% |
| Participant deferral / active EE | $5,492 | $7,109-22.8% | $6,709-18.1% | $5,850-6.1% |
| Admin fee / account holder | $112,884 | $12,120+831.4% | $10,261+1000.1% | $11,596+873.4% |