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 | $168,935 | $162,781+3.8% | $133,956+26.1% | $158,922+6.3% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 20.66% | 41.94%-21.3pp | 45.09%-24.4pp | 302.83%-282.2pp |
| Employer contribution / active EE | $2,886 | $4,975-42.0% | $3,919-26.3% | $4,761-39.4% |
| Participant deferral / active EE | $8,943 | $5,911+51.3% | $5,048+77.2% | $5,982+49.5% |
| Admin fee / account holder | $68,672 | $11,736+485.1% | $8,927+669.3% | $11,246+510.7% |