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 | $158,850 | $157,256+1.0% | $141,162+12.5% | $152,861+3.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 41.44% | 64.32%-22.9pp | 71.39%-30.0pp | 345.32%-303.9pp |
| Employer contribution / active EE | $4,399 | $5,261-16.4% | $4,735-7.1% | $4,762-7.6% |
| Participant deferral / active EE | $6,477 | $7,109-8.9% | $6,709-3.5% | $5,850+10.7% |
| Admin fee / account holder | $10,518 | $12,120-13.2% | $10,261+2.5% | $11,596-9.3% |