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 | $157,167 | $162,781-3.4% | $133,956+17.3% | $158,922-1.1% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 15.23% | 41.94%-26.7pp | 45.09%-29.9pp | 302.83%-287.6pp |
| Employer contribution / active EE | $4,600 | $4,975-7.5% | $3,919+17.4% | $4,761-3.4% |
| Participant deferral / active EE | $6,541 | $5,911+10.7% | $5,048+29.6% | $5,982+9.3% |
| Admin fee / account holder | $915 | $11,736-92.2% | $8,927-89.7% | $11,246-91.9% |