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 | $161,755 | $154,228+4.9% | $145,433+11.2% | $137,256+17.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 16.42% | 74.59%-58.2pp | 66.58%-50.2pp | 220.34%-203.9pp |
| Employer contribution / active EE | $3,474 | $4,804-27.7% | $4,554-23.7% | $4,156-16.4% |
| Participant deferral / active EE | $7,620 | $8,216-7.3% | $7,897-3.5% | $6,407+18.9% |
| Admin fee / account holder | $67,394 | $14,344+369.9% | $13,129+413.3% | $12,270+449.3% |