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 | $164,229 | $165,335-0.7% | $149,696+9.7% | $158,922+3.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 17.98% | 348.15%-330.2pp | 276.60%-258.6pp | 302.83%-284.8pp |
| Employer contribution / active EE | $3,557 | $5,103-30.3% | $4,644-23.4% | $4,761-25.3% |
| Participant deferral / active EE | $6,761 | $7,181-5.8% | $6,842-1.2% | $5,982+13.0% |
| Admin fee / account holder | $1,904 | $10,807-82.4% | $9,309-79.5% | $11,246-83.1% |