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 | $163,310 | $179,726-9.1% | $156,263+4.5% | $142,382+14.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 20.57% | 77.86%-57.3pp | 59.47%-38.9pp | 217.08%-196.5pp |
| Employer contribution / active EE | $12,680 | $5,069+150.1% | $4,333+192.6% | $4,299+194.9% |
| Participant deferral / active EE | $9,625 | $6,956+38.4% | $6,158+56.3% | $6,507+47.9% |
| Admin fee / account holder | $1,021 | $17,272-94.1% | $14,255-92.8% | $12,624-91.9% |