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 | $171,637 | $209,336-18.0% | $197,124-12.9% | $137,256+25.0% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 15.91% | 48.09%-32.2pp | 44.34%-28.4pp | 220.34%-204.4pp |
| Employer contribution / active EE | $21,042 | $6,591+219.3% | $6,227+237.9% | $4,156+406.3% |
| Participant deferral / active EE | $10,442 | $9,614+8.6% | $9,135+14.3% | $6,407+63.0% |
| Admin fee / account holder | $2,077 | $17,308-88.0% | $16,298-87.3% | $12,270-83.1% |