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 | $161,812 | $157,256+2.9% | $141,162+14.6% | $152,861+5.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 21.76% | 64.32%-42.6pp | 71.39%-49.6pp | 345.32%-323.6pp |
| Employer contribution / active EE | $3,556 | $5,261-32.4% | $4,735-24.9% | $4,762-25.3% |
| Participant deferral / active EE | $11,436 | $7,109+60.9% | $6,709+70.5% | $5,850+95.5% |
| Admin fee / account holder | $5,260 | $12,120-56.6% | $10,261-48.7% | $11,596-54.6% |