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 | $166,351 | $198,466-16.2% | $170,442-2.4% | $147,584+12.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 19.19% | 257.29%-238.1pp | 205.93%-186.7pp | 578.55%-559.4pp |
| Employer contribution / active EE | $14,184 | $6,184+129.4% | $5,433+161.1% | $4,876+190.9% |
| Participant deferral / active EE | $8,117 | $5,629+44.2% | $4,939+64.3% | $5,439+49.2% |
| Admin fee / account holder | $3,498 | $16,852-79.2% | $13,880-74.8% | $10,885-67.9% |