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 | $165,839 | $198,466-16.4% | $170,442-2.7% | $147,584+12.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 18.69% | 257.29%-238.6pp | 205.93%-187.2pp | 578.55%-559.9pp |
| Employer contribution / active EE | $2,416 | $6,184-60.9% | $5,433-55.5% | $4,876-50.5% |
| Participant deferral / active EE | $6,906 | $5,629+22.7% | $4,939+39.8% | $5,439+27.0% |
| Admin fee / account holder | $1,435 | $16,852-91.5% | $13,880-89.7% | $10,885-86.8% |