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 | $188,995 | $177,572+6.4% | $154,803+22.1% | $142,382+32.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 22.69% | 65.07%-42.4pp | 58.88%-36.2pp | 217.08%-194.4pp |
| Employer contribution / active EE | $1,958 | $4,810-59.3% | $4,305-54.5% | $4,299-54.5% |
| Participant deferral / active EE | $7,246 | $6,272+15.5% | $5,540+30.8% | $6,507+11.3% |
| Admin fee / account holder | $304 | $16,786-98.2% | $14,329-97.9% | $12,624-97.6% |