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 5-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 | $179,111 | $183,592-2.4% | $155,567+15.1% | $145,959+22.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.86% | 61.24%-48.4pp | 64.74%-51.9pp | 561.95%-549.1pp |
| Employer contribution / active EE | $5,549 | $5,315+4.4% | $4,674+18.7% | $4,661+19.0% |
| Participant deferral / active EE | $21,667 | $6,464+235.2% | $5,628+285.0% | $6,689+223.9% |
| Admin fee / account holder | $1,868 | $19,318-90.3% | $15,916-88.3% | $13,398-86.1% |