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 | $157,904 | $178,174-11.4% | $156,181+1.1% | $137,256+15.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 11.75% | 84.19%-72.4pp | 64.87%-53.1pp | 220.34%-208.6pp |
| Employer contribution / active EE | $3,039 | $4,972-38.9% | $4,294-29.2% | $4,156-26.9% |
| Participant deferral / active EE | $6,755 | $6,888-1.9% | $6,132+10.2% | $6,407+5.4% |
| Admin fee / account holder | $10,038 | $17,404-42.3% | $14,586-31.2% | $12,270-18.2% |