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 | $156,397 | $167,484-6.6% | $151,611+3.2% | $134,475+16.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | 5.86% | 7.80%-1.9pp | 3.33%+2.5pp | 417.96%-412.1pp |
| Employer contribution / active EE | $28,852 | $6,829+322.5% | $6,166+367.9% | $4,740+508.7% |
| Participant deferral / active EE | $12,487 | $8,986+39.0% | $8,363+49.3% | $6,400+95.1% |
| Admin fee / account holder | $313 | $13,783-97.7% | $11,616-97.3% | $11,426-97.3% |