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 | $168,692 | $172,111-2.0% | $150,298+12.2% | $137,256+22.9% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 14.57% | 69.37%-54.8pp | 62.79%-48.2pp | 220.34%-205.8pp |
| Employer contribution / active EE | $4,830 | $4,636+4.2% | $4,154+16.3% | $4,156+16.2% |
| Participant deferral / active EE | $14,633 | $6,166+137.3% | $5,453+168.4% | $6,407+128.4% |
| Admin fee / account holder | $15,456 | $16,471-6.2% | $14,116+9.5% | $12,270+26.0% |