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 | $169,593 | $167,307+1.4% | $143,757+18.0% | $134,475+26.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 18.35% | 0.46%+17.9pp | -0.04%+18.4pp | 417.96%-399.6pp |
| Employer contribution / active EE | $8,670 | $5,619+54.3% | $4,951+75.1% | $4,740+82.9% |
| Participant deferral / active EE | $5,623 | $6,446-12.8% | $5,637-0.2% | $6,400-12.1% |
| Admin fee / account holder | $90,103 | $18,088+398.1% | $14,673+514.1% | $11,426+688.6% |