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 | $167,211 | $179,726-7.0% | $156,263+7.0% | $142,382+17.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 10.25% | 77.86%-67.6pp | 59.47%-49.2pp | 217.08%-206.8pp |
| Employer contribution / active EE | $8,275 | $5,069+63.2% | $4,333+91.0% | $4,299+92.5% |
| Participant deferral / active EE | $7,098 | $6,956+2.0% | $6,158+15.3% | $6,507+9.1% |
| Admin fee / account holder | $55,259 | $17,272+219.9% | $14,255+287.7% | $12,624+337.7% |