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 | $183,085 | $176,377+3.8% | $134,143+36.5% | $158,922+15.2% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 14.39% | 63.63%-49.2pp | 36.33%-21.9pp | 302.83%-288.4pp |
| Employer contribution / active EE | $8,233 | $5,040+63.3% | $3,704+122.3% | $4,761+72.9% |
| Participant deferral / active EE | $4,546 | $4,091+11.1% | $3,499+29.9% | $5,982-24.0% |
| Admin fee / account holder | $2,728 | $8,718-68.7% | $6,684-59.2% | $11,246-75.7% |