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 | $150,598 | $171,164-12.0% | $127,761+17.9% | $152,861-1.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.0%+21.0pp | 82.4%+17.6pp |
| Annual return | 24.79% | 23.54%+1.2pp | 26.14%-1.4pp | 345.32%-320.5pp |
| Employer contribution / active EE | $4,730 | $5,447-13.2% | $4,574+3.4% | $4,762-0.7% |
| Participant deferral / active EE | $9,644 | $7,038+37.0% | $6,021+60.2% | $5,850+64.9% |
| Admin fee / account holder | $20,548 | $14,530+41.4% | $9,395+118.7% | $11,596+77.2% |