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 7-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 | $164,282 | $157,256+4.5% | $141,162+16.4% | $152,861+7.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 25.71% | 64.32%-38.6pp | 71.39%-45.7pp | 345.32%-319.6pp |
| Employer contribution / active EE | $8,504 | $5,261+61.6% | $4,735+79.6% | $4,762+78.6% |
| Participant deferral / active EE | $7,295 | $7,109+2.6% | $6,709+8.7% | $5,850+24.7% |
| Admin fee / account holder | $2,803 | $12,120-76.9% | $10,261-72.7% | $11,596-75.8% |