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 | $176,716 | $177,572-0.5% | $154,803+14.2% | $142,382+24.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 13.83% | 65.07%-51.2pp | 58.88%-45.0pp | 217.08%-203.2pp |
| Employer contribution / active EE | $11,946 | $4,810+148.3% | $4,305+177.5% | $4,299+177.9% |
| Participant deferral / active EE | $8,498 | $6,272+35.5% | $5,540+53.4% | $6,507+30.6% |
| Admin fee / account holder | $137,606 | $16,786+719.8% | $14,329+860.3% | $12,624+990.1% |