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 | $180,709 | $157,256+14.9% | $141,162+28.0% | $152,861+18.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 19.95% | 64.32%-44.4pp | 71.39%-51.4pp | 345.32%-325.4pp |
| Employer contribution / active EE | $3,696 | $5,261-29.8% | $4,735-22.0% | $4,762-22.4% |
| Participant deferral / active EE | $12,866 | $7,109+81.0% | $6,709+91.8% | $5,850+119.9% |
| Admin fee / account holder | $2,110 | $12,120-82.6% | $10,261-79.4% | $11,596-81.8% |