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 | $170,312 | $166,020+2.6% | $164,866+3.3% | $145,959+16.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 11.14% | 100.08%-88.9pp | 69.97%-58.8pp | 561.95%-550.8pp |
| Employer contribution / active EE | $1,976 | $5,275-62.5% | $4,343-54.5% | $4,661-57.6% |
| Participant deferral / active EE | $5,574 | $6,961-19.9% | $6,033-7.6% | $6,689-16.7% |
| Admin fee / account holder | $1,929 | $16,644-88.4% | $12,689-84.8% | $13,398-85.6% |