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 | $180,921 | $162,781+11.1% | $133,956+35.1% | $158,922+13.8% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 19.16% | 41.94%-22.8pp | 45.09%-25.9pp | 302.83%-283.7pp |
| Employer contribution / active EE | $2,908 | $4,975-41.5% | $3,919-25.8% | $4,761-38.9% |
| Participant deferral / active EE | $6,489 | $5,911+9.8% | $5,048+28.5% | $5,982+8.5% |
| Admin fee / account holder | $11,425 | $11,736-2.7% | $8,927+28.0% | $11,246+1.6% |