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 | $172,121 | $165,335+4.1% | $149,696+15.0% | $158,922+8.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 14.76% | 348.15%-333.4pp | 276.60%-261.8pp | 302.83%-288.1pp |
| Employer contribution / active EE | $4,412 | $5,103-13.5% | $4,644-5.0% | $4,761-7.3% |
| Participant deferral / active EE | $8,178 | $7,181+13.9% | $6,842+19.5% | $5,982+36.7% |
| Admin fee / account holder | $13,691 | $10,807+26.7% | $9,309+47.1% | $11,246+21.7% |