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 | $168,861 | $177,572-4.9% | $154,803+9.1% | $142,382+18.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 15.57% | 65.07%-49.5pp | 58.88%-43.3pp | 217.08%-201.5pp |
| Employer contribution / active EE | $11,577 | $4,810+140.7% | $4,305+168.9% | $4,299+169.3% |
| Participant deferral / active EE | $9,544 | $6,272+52.2% | $5,540+72.3% | $6,507+46.7% |
| Admin fee / account holder | $1,498 | $16,786-91.1% | $14,329-89.5% | $12,624-88.1% |