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 | $155,759 | $154,228+1.0% | $145,433+7.1% | $137,256+13.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 16.02% | 74.59%-58.6pp | 66.58%-50.6pp | 220.34%-204.3pp |
| Employer contribution / active EE | $4,084 | $4,804-15.0% | $4,554-10.3% | $4,156-1.7% |
| Participant deferral / active EE | $9,681 | $8,216+17.8% | $7,897+22.6% | $6,407+51.1% |
| Admin fee / account holder | $7,652 | $14,344-46.6% | $13,129-41.7% | $12,270-37.6% |