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 | $169,120 | $177,572-4.8% | $154,803+9.2% | $142,382+18.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 13.98% | 65.07%-51.1pp | 58.88%-44.9pp | 217.08%-203.1pp |
| Employer contribution / active EE | $2,832 | $4,810-41.1% | $4,305-34.2% | $4,299-34.1% |
| Participant deferral / active EE | $5,739 | $6,272-8.5% | $5,540+3.6% | $6,507-11.8% |
| Admin fee / account holder | $951 | $16,786-94.3% | $14,329-93.4% | $12,624-92.5% |