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 | $161,898 | $162,781-0.5% | $133,956+20.9% | $158,922+1.9% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 12.52% | 41.94%-29.4pp | 45.09%-32.6pp | 302.83%-290.3pp |
| Employer contribution / active EE | $11,190 | $4,975+124.9% | $3,919+185.6% | $4,761+135.0% |
| Participant deferral / active EE | $7,907 | $5,911+33.8% | $5,048+56.7% | $5,982+32.2% |
| Admin fee / account holder | $7,897 | $11,736-32.7% | $8,927-11.5% | $11,246-29.8% |