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 | $170,897 | $178,174-4.1% | $156,181+9.4% | $137,256+24.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 16.11% | 84.19%-68.1pp | 64.87%-48.8pp | 220.34%-204.2pp |
| Employer contribution / active EE | $12,515 | $4,972+151.7% | $4,294+191.5% | $4,156+201.1% |
| Participant deferral / active EE | $6,763 | $6,888-1.8% | $6,132+10.3% | $6,407+5.6% |
| Admin fee / account holder | $1,407 | $17,404-91.9% | $14,586-90.4% | $12,270-88.5% |