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 | $179,726-10.8% | $156,263+2.6% | $142,382+12.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 15.71% | 77.86%-62.1pp | 59.47%-43.8pp | 217.08%-201.4pp |
| Employer contribution / active EE | $10,013 | $5,069+97.5% | $4,333+131.1% | $4,299+132.9% |
| Participant deferral / active EE | $10,422 | $6,956+49.8% | $6,158+69.2% | $6,507+60.2% |
| Admin fee / account holder | $2,630 | $17,272-84.8% | $14,255-81.6% | $12,624-79.2% |