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 | $177,037 | $179,726-1.5% | $156,263+13.3% | $142,382+24.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 10.87% | 77.86%-67.0pp | 59.47%-48.6pp | 217.08%-206.2pp |
| Employer contribution / active EE | $1,823 | $5,069-64.0% | $4,333-57.9% | $4,299-57.6% |
| Participant deferral / active EE | $15,918 | $6,956+128.8% | $6,158+158.5% | $6,507+144.6% |
| Admin fee / account holder | $6,983 | $17,272-59.6% | $14,255-51.0% | $12,624-44.7% |