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 | $174,139 | $177,572-1.9% | $154,803+12.5% | $142,382+22.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 16.05% | 65.07%-49.0pp | 58.88%-42.8pp | 217.08%-201.0pp |
| Employer contribution / active EE | $3,722 | $4,810-22.6% | $4,305-13.6% | $4,299-13.4% |
| Participant deferral / active EE | $6,735 | $6,272+7.4% | $5,540+21.6% | $6,507+3.5% |
| Admin fee / account holder | $1,130 | $16,786-93.3% | $14,329-92.1% | $12,624-91.0% |