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 | $148,582 | $157,256-5.5% | $141,162+5.3% | $152,861-2.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 17.93% | 64.32%-46.4pp | 71.39%-53.5pp | 345.32%-327.4pp |
| Employer contribution / active EE | $2,755 | $5,261-47.6% | $4,735-41.8% | $4,762-42.1% |
| Participant deferral / active EE | $12,342 | $7,109+73.6% | $6,709+84.0% | $5,850+111.0% |
| Admin fee / account holder | $2,565 | $12,120-78.8% | $10,261-75.0% | $11,596-77.9% |