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 | $170,651 | $185,822-8.2% | $169,993+0.4% | $139,434+22.4% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 25.05% | 60.50%-35.5pp | 53.37%-28.3pp | 372.94%-347.9pp |
| Employer contribution / active EE | $3,213 | $7,590-57.7% | $6,785-52.6% | $4,751-32.4% |
| Participant deferral / active EE | $6,706 | $11,622-42.3% | $10,408-35.6% | $6,710-0.1% |
| Admin fee / account holder | $1,593 | $15,381-89.6% | $12,815-87.6% | $11,403-86.0% |