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 | $169,064 | $177,572-4.8% | $154,803+9.2% | $142,382+18.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 14.90% | 65.07%-50.2pp | 58.88%-44.0pp | 217.08%-202.2pp |
| Employer contribution / active EE | $18,322 | $4,810+280.9% | $4,305+325.6% | $4,299+326.2% |
| Participant deferral / active EE | $28,024 | $6,272+346.8% | $5,540+405.8% | $6,507+330.7% |
| Admin fee / account holder | $1,069 | $16,786-93.6% | $14,329-92.5% | $12,624-91.5% |