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 | $144,016 | $157,256-8.4% | $141,162+2.0% | $152,861-5.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 28.11% | 64.32%-36.2pp | 71.39%-43.3pp | 345.32%-317.2pp |
| Employer contribution / active EE | $13,276 | $5,261+152.3% | $4,735+180.4% | $4,762+178.8% |
| Participant deferral / active EE | $9,991 | $7,109+40.5% | $6,709+48.9% | $5,850+70.8% |
| Admin fee / account holder | $6,750 | $12,120-44.3% | $10,261-34.2% | $11,596-41.8% |