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 | $150,456 | $154,228-2.4% | $145,433+3.5% | $137,256+9.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 19.46% | 74.59%-55.1pp | 66.58%-47.1pp | 220.34%-200.9pp |
| Employer contribution / active EE | $8,343 | $4,804+73.7% | $4,554+83.2% | $4,156+100.7% |
| Participant deferral / active EE | $8,914 | $8,216+8.5% | $7,897+12.9% | $6,407+39.1% |
| Admin fee / account holder | $3,857 | $14,344-73.1% | $13,129-70.6% | $12,270-68.6% |