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 | $179,934 | $183,519-2.0% | $155,509+15.7% | $145,922+23.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.53% | 61.17%-46.6pp | 64.67%-50.1pp | 561.29%-546.8pp |
| Employer contribution / active EE | $5,902 | $5,313+11.1% | $4,672+26.3% | $4,660+26.7% |
| Participant deferral / active EE | $8,692 | $6,462+34.5% | $5,626+54.5% | $6,688+30.0% |
| Admin fee / account holder | $9,389 | $19,313-51.4% | $15,912-41.0% | $13,397-29.9% |