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 | $153,094 | $165,984-7.8% | $164,813-7.1% | $145,922+4.9% |
| Participation rate | 85.7% | 82.0%+3.7pp | 78.6%+7.1pp | 80.3%+5.4pp |
| Annual return | 14.64% | 100.03%-85.4pp | 69.93%-55.3pp | 561.29%-546.6pp |
| Employer contribution / active EE | $2,788 | $5,273-47.1% | $4,341-35.8% | $4,660-40.2% |
| Participant deferral / active EE | $9,580 | $6,959+37.7% | $6,031+58.8% | $6,688+43.2% |
| Admin fee / account holder | $27,234 | $16,648+63.6% | $12,690+114.6% | $13,397+103.3% |