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 | $176,781 | $165,984+6.5% | $164,813+7.3% | $145,922+21.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 12.45% | 100.03%-87.6pp | 69.93%-57.5pp | 561.29%-548.8pp |
| Employer contribution / active EE | $6,244 | $5,273+18.4% | $4,341+43.8% | $4,660+34.0% |
| Participant deferral / active EE | $6,184 | $6,959-11.1% | $6,031+2.5% | $6,688-7.5% |
| Admin fee / account holder | $987 | $16,648-94.1% | $12,690-92.2% | $13,397-92.6% |