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 | $159,063 | $172,478-7.8% | $145,661+9.2% | $142,382+11.7% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.2%+22.8pp | 80.1%+19.9pp |
| Annual return | 15.12% | 151.09%-136.0pp | 101.46%-86.3pp | 217.08%-202.0pp |
| Employer contribution / active EE | $4,362 | $4,899-11.0% | $4,238+2.9% | $4,299+1.5% |
| Participant deferral / active EE | $7,335 | $8,348-12.1% | $7,198+1.9% | $6,507+12.7% |
| Admin fee / account holder | $748 | $16,864-95.6% | $12,466-94.0% | $12,624-94.1% |