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 | $177,230 | $177,572-0.2% | $154,803+14.5% | $142,382+24.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 19.98% | 65.07%-45.1pp | 58.88%-38.9pp | 217.08%-197.1pp |
| Employer contribution / active EE | $15,841 | $4,810+229.3% | $4,305+267.9% | $4,299+268.5% |
| Participant deferral / active EE | $11,729 | $6,272+87.0% | $5,540+111.7% | $6,507+80.2% |
| Admin fee / account holder | $1,923 | $16,786-88.5% | $14,329-86.6% | $12,624-84.8% |