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 | $156,030 | $177,572-12.1% | $154,803+0.8% | $142,382+9.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 16.96% | 65.07%-48.1pp | 58.88%-41.9pp | 217.08%-200.1pp |
| Employer contribution / active EE | $17,985 | $4,810+273.9% | $4,305+317.7% | $4,299+318.3% |
| Participant deferral / active EE | $5,525 | $6,272-11.9% | $5,540-0.3% | $6,507-15.1% |
| Admin fee / account holder | $5,075 | $16,786-69.8% | $14,329-64.6% | $12,624-59.8% |