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 | $161,880 | $152,460+6.2% | $118,746+36.3% | $147,584+9.7% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.3%+21.7pp | 82.8%+17.2pp |
| Annual return | 17.70% | 17.41%+0.3pp | 24.54%-6.8pp | 578.55%-560.8pp |
| Employer contribution / active EE | $6,780 | $5,046+34.4% | $4,193+61.7% | $4,876+39.0% |
| Participant deferral / active EE | $7,063 | $6,212+13.7% | $5,332+32.5% | $5,439+29.9% |
| Admin fee / account holder | $449 | $16,953-97.3% | $10,720-95.8% | $10,885-95.9% |