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 | $166,835 | $154,228+8.2% | $145,433+14.7% | $137,256+21.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.51% | 74.59%-59.1pp | 66.58%-51.1pp | 220.34%-204.8pp |
| Employer contribution / active EE | $2,571 | $4,804-46.5% | $4,554-43.6% | $4,156-38.1% |
| Participant deferral / active EE | $17,200 | $8,216+109.3% | $7,897+117.8% | $6,407+168.5% |
| Admin fee / account holder | $890 | $14,344-93.8% | $13,129-93.2% | $12,270-92.7% |