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 | $167,273 | $227,553-26.5% | $189,557-11.8% | $167,490-0.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 13.46% | 78.40%-64.9pp | 64.17%-50.7pp | 478.56%-465.1pp |
| Employer contribution / active EE | $5,441 | $5,316+2.3% | $4,412+23.3% | $4,837+12.5% |
| Participant deferral / active EE | $7,964 | $7,002+13.7% | $6,174+29.0% | $6,341+25.6% |
| Admin fee / account holder | $2,416 | $11,878-79.7% | $9,807-75.4% | $12,309-80.4% |