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 | $157,027 | $159,602-1.6% | $150,045+4.7% | $142,382+10.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 27.01% | 70.24%-43.2pp | 62.55%-35.5pp | 217.08%-190.1pp |
| Employer contribution / active EE | $3,786 | $4,961-23.7% | $4,693-19.3% | $4,299-11.9% |
| Participant deferral / active EE | $11,411 | $8,310+37.3% | $7,997+42.7% | $6,507+75.4% |
| Admin fee / account holder | $2,433 | $14,846-83.6% | $13,435-81.9% | $12,624-80.7% |