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 | $147,138 | $154,228-4.6% | $145,433+1.2% | $137,256+7.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 16.75% | 74.59%-57.8pp | 66.58%-49.8pp | 220.34%-203.6pp |
| Employer contribution / active EE | $8,067 | $4,804+67.9% | $4,554+77.1% | $4,156+94.1% |
| Participant deferral / active EE | $10,191 | $8,216+24.0% | $7,897+29.0% | $6,407+59.1% |
| Admin fee / account holder | $1,997 | $14,344-86.1% | $13,129-84.8% | $12,270-83.7% |