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 | $169,564 | $154,228+9.9% | $145,433+16.6% | $137,256+23.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 16.63% | 74.59%-58.0pp | 66.58%-49.9pp | 220.34%-203.7pp |
| Employer contribution / active EE | $2,289 | $4,804-52.4% | $4,554-49.8% | $4,156-44.9% |
| Participant deferral / active EE | $4,554 | $8,216-44.6% | $7,897-42.3% | $6,407-28.9% |
| Admin fee / account holder | $842 | $14,344-94.1% | $13,129-93.6% | $12,270-93.1% |