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 | $189,672 | $157,256+20.6% | $141,162+34.4% | $152,861+24.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 16.01% | 64.32%-48.3pp | 71.39%-55.4pp | 345.32%-329.3pp |
| Employer contribution / active EE | $3,940 | $5,261-25.1% | $4,735-16.8% | $4,762-17.3% |
| Participant deferral / active EE | $10,285 | $7,109+44.7% | $6,709+53.3% | $5,850+75.8% |
| Admin fee / account holder | $49,416 | $12,120+307.7% | $10,261+381.6% | $11,596+326.1% |