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 | $159,561 | $198,466-19.6% | $170,442-6.4% | $147,584+8.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 26.69% | 257.29%-230.6pp | 205.93%-179.2pp | 578.55%-551.9pp |
| Employer contribution / active EE | $6,128 | $6,184-0.9% | $5,433+12.8% | $4,876+25.7% |
| Participant deferral / active EE | $4,308 | $5,629-23.5% | $4,939-12.8% | $5,439-20.8% |
| Admin fee / account holder | $334 | $16,852-98.0% | $13,880-97.6% | $10,885-96.9% |