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 | $156,094 | $159,602-2.2% | $150,045+4.0% | $142,382+9.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 16.51% | 70.24%-53.7pp | 62.55%-46.0pp | 217.08%-200.6pp |
| Employer contribution / active EE | $10,226 | $4,961+106.1% | $4,693+117.9% | $4,299+137.9% |
| Participant deferral / active EE | $8,905 | $8,310+7.2% | $7,997+11.4% | $6,507+36.9% |
| Admin fee / account holder | $7,203 | $14,846-51.5% | $13,435-46.4% | $12,624-42.9% |