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 | $174,194 | $154,228+12.9% | $145,433+19.8% | $137,256+26.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 22.82% | 74.59%-51.8pp | 66.58%-43.8pp | 220.34%-197.5pp |
| Employer contribution / active EE | $7,686 | $4,804+60.0% | $4,554+68.8% | $4,156+84.9% |
| Participant deferral / active EE | $16,421 | $8,216+99.9% | $7,897+107.9% | $6,407+156.3% |
| Admin fee / account holder | $6,962 | $14,344-51.5% | $13,129-47.0% | $12,270-43.3% |