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 | $156,013 | $159,602-2.2% | $150,045+4.0% | $142,382+9.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 14.90% | 70.24%-55.3pp | 62.55%-47.7pp | 217.08%-202.2pp |
| Employer contribution / active EE | $6,662 | $4,961+34.3% | $4,693+42.0% | $4,299+55.0% |
| Participant deferral / active EE | $25,060 | $8,310+201.6% | $7,997+213.4% | $6,507+285.1% |
| Admin fee / account holder | $15,161 | $14,846+2.1% | $13,435+12.9% | $12,624+20.1% |