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 | $158,418 | $185,822-14.7% | $169,993-6.8% | $139,434+13.6% |
| Participation rate | 90.9% | 87.8%+3.2pp | 87.0%+3.9pp | 80.3%+10.6pp |
| Annual return | 28.78% | 60.50%-31.7pp | 53.37%-24.6pp | 372.94%-344.2pp |
| Employer contribution / active EE | $7,158 | $7,590-5.7% | $6,785+5.5% | $4,751+50.7% |
| Participant deferral / active EE | $16,233 | $11,622+39.7% | $10,408+56.0% | $6,710+141.9% |
| Admin fee / account holder | $960 | $15,381-93.8% | $12,815-92.5% | $11,403-91.6% |