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 | $161,016 | $197,591-18.5% | $177,821-9.5% | $158,922+1.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 14.18% | 58.76%-44.6pp | 48.32%-34.1pp | 302.83%-288.6pp |
| Employer contribution / active EE | $11,547 | $6,697+72.4% | $5,918+95.1% | $4,761+142.5% |
| Participant deferral / active EE | $7,864 | $8,405-6.4% | $7,714+1.9% | $5,982+31.5% |
| Admin fee / account holder | $1,870 | $15,399-87.9% | $12,427-85.0% | $11,246-83.4% |