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 | $165,314 | $124,185+33.1% | $108,410+52.5% | $167,490-1.3% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 14.23% | 1379.64%-1365.4pp | 905.27%-891.0pp | 478.56%-464.3pp |
| Employer contribution / active EE | $9,831 | $4,187+134.8% | $3,558+176.3% | $4,837+103.2% |
| Participant deferral / active EE | $17,145 | $6,908+148.2% | $6,563+161.3% | $6,341+170.4% |
| Admin fee / account holder | $5,287 | $9,455-44.1% | $7,295-27.5% | $12,309-57.0% |