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 | $160,288 | $178,174-10.0% | $156,181+2.6% | $137,256+16.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 15.71% | 84.19%-68.5pp | 64.87%-49.2pp | 220.34%-204.6pp |
| Employer contribution / active EE | $10,013 | $4,972+101.4% | $4,294+133.2% | $4,156+140.9% |
| Participant deferral / active EE | $10,422 | $6,888+51.3% | $6,132+70.0% | $6,407+62.7% |
| Admin fee / account holder | $2,630 | $17,404-84.9% | $14,586-82.0% | $12,270-78.6% |