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 | $175,762 | $197,591-11.0% | $177,821-1.2% | $158,922+10.6% |
| Participation rate | 95.5% | 88.5%+6.9pp | 87.7%+7.7pp | 82.0%+13.5pp |
| Annual return | 12.46% | 58.76%-46.3pp | 48.32%-35.9pp | 302.83%-290.4pp |
| Employer contribution / active EE | $6,754 | $6,697+0.8% | $5,918+14.1% | $4,761+41.9% |
| Participant deferral / active EE | $5,516 | $8,405-34.4% | $7,714-28.5% | $5,982-7.8% |
| Admin fee / account holder | $523 | $15,399-96.6% | $12,427-95.8% | $11,246-95.3% |