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 | $179,867 | $148,534+21.1% | $135,903+32.3% | $139,434+29.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 20.30% | 79.19%-58.9pp | 68.23%-47.9pp | 372.94%-352.6pp |
| Employer contribution / active EE | $1,641 | $5,243-68.7% | $4,856-66.2% | $4,751-65.5% |
| Participant deferral / active EE | $8,005 | $8,100-1.2% | $7,758+3.2% | $6,710+19.3% |
| Admin fee / account holder | $482 | $12,400-96.1% | $10,762-95.5% | $11,403-95.8% |