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 | $168,287 | $154,228+9.1% | $145,433+15.7% | $137,256+22.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 14.62% | 74.59%-60.0pp | 66.58%-52.0pp | 220.34%-205.7pp |
| Employer contribution / active EE | $3,459 | $4,804-28.0% | $4,554-24.1% | $4,156-16.8% |
| Participant deferral / active EE | $12,456 | $8,216+51.6% | $7,897+57.7% | $6,407+94.4% |
| Admin fee / account holder | $1,282 | $14,344-91.1% | $13,129-90.2% | $12,270-89.6% |