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 | $167,680 | $159,602+5.1% | $150,045+11.8% | $142,382+17.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 15.24% | 70.24%-55.0pp | 62.55%-47.3pp | 217.08%-201.8pp |
| Employer contribution / active EE | $2,954 | $4,961-40.4% | $4,693-37.1% | $4,299-31.3% |
| Participant deferral / active EE | $7,255 | $8,310-12.7% | $7,997-9.3% | $6,507+11.5% |
| Admin fee / account holder | $860 | $14,846-94.2% | $13,435-93.6% | $12,624-93.2% |