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 6-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 | $159,122 | $157,256+1.2% | $141,162+12.7% | $152,861+4.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 26.13% | 64.32%-38.2pp | 71.39%-45.3pp | 345.32%-319.2pp |
| Employer contribution / active EE | $3,642 | $5,261-30.8% | $4,735-23.1% | $4,762-23.5% |
| Participant deferral / active EE | $10,534 | $7,109+48.2% | $6,709+57.0% | $5,850+80.1% |
| Admin fee / account holder | $1,034 | $12,120-91.5% | $10,261-89.9% | $11,596-91.1% |