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 | $154,709 | $154,117+0.4% | $129,995+19.0% | $139,434+11.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 29.30% | 32.48%-3.2pp | -137.18%+166.5pp | 372.94%-343.6pp |
| Employer contribution / active EE | $4,429 | $5,289-16.3% | $4,320+2.5% | $4,751-6.8% |
| Participant deferral / active EE | $15,330 | $6,710+128.5% | $5,820+163.4% | $6,710+128.5% |
| Admin fee / account holder | $497 | $14,007-96.5% | $10,614-95.3% | $11,403-95.6% |