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 | $176,842 | $202,432-12.6% | $169,368+4.4% | $139,434+26.8% |
| Participation rate | 80.0% | 81.1%-1.1pp | 77.1%+2.9pp | 80.3%-0.3pp |
| Annual return | 22.87% | 531.74%-508.9pp | 405.60%-382.7pp | 372.94%-350.1pp |
| Employer contribution / active EE | $10,451 | $4,692+122.7% | $4,013+160.4% | $4,751+120.0% |
| Participant deferral / active EE | $10,810 | $6,938+55.8% | $6,221+73.8% | $6,710+61.1% |
| Admin fee / account holder | $7,432 | $10,708-30.6% | $9,003-17.5% | $11,403-34.8% |