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 | $177,268 | $169,032+4.9% | $129,207+37.2% | $145,922+21.5% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 18.27% | 14330.11%-14311.8pp | 9417.33%-9399.1pp | 561.29%-543.0pp |
| Employer contribution / active EE | $3,881 | $5,537-29.9% | $4,153-6.5% | $4,660-16.7% |
| Participant deferral / active EE | $3,881 | $4,987-22.2% | $4,168-6.9% | $6,688-42.0% |
| Admin fee / account holder | $764 | $9,954-92.3% | $7,715-90.1% | $13,397-94.3% |