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 | $158,015 | $162,781-2.9% | $133,956+18.0% | $158,922-0.6% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 16.38% | 41.94%-25.6pp | 45.09%-28.7pp | 302.83%-286.4pp |
| Employer contribution / active EE | $6,910 | $4,975+38.9% | $3,919+76.3% | $4,761+45.1% |
| Participant deferral / active EE | $6,903 | $5,911+16.8% | $5,048+36.8% | $5,982+15.4% |
| Admin fee / account holder | $4,036 | $11,736-65.6% | $8,927-54.8% | $11,246-64.1% |