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 | $160,904 | $183,519-12.3% | $155,509+3.5% | $145,922+10.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 22.23% | 61.17%-38.9pp | 64.67%-42.4pp | 561.29%-539.1pp |
| Employer contribution / active EE | $2,671 | $5,313-49.7% | $4,672-42.8% | $4,660-42.7% |
| Participant deferral / active EE | $8,704 | $6,462+34.7% | $5,626+54.7% | $6,688+30.1% |
| Admin fee / account holder | $1,687 | $19,313-91.3% | $15,912-89.4% | $13,397-87.4% |