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 | $188,072 | $157,256+19.6% | $141,162+33.2% | $152,861+23.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 15.72% | 64.32%-48.6pp | 71.39%-55.7pp | 345.32%-329.6pp |
| Employer contribution / active EE | $7,957 | $5,261+51.2% | $4,735+68.0% | $4,762+67.1% |
| Participant deferral / active EE | $5,362 | $7,109-24.6% | $6,709-20.1% | $5,850-8.3% |
| Admin fee / account holder | $10,655 | $12,120-12.1% | $10,261+3.8% | $11,596-8.1% |