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 | $170,709 | $172,111-0.8% | $150,298+13.6% | $137,256+24.4% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 15.39% | 69.37%-54.0pp | 62.79%-47.4pp | 220.34%-204.9pp |
| Employer contribution / active EE | $9,451 | $4,636+103.9% | $4,154+127.5% | $4,156+127.4% |
| Participant deferral / active EE | $9,754 | $6,166+58.2% | $5,453+78.9% | $6,407+52.2% |
| Admin fee / account holder | $1,530 | $16,471-90.7% | $14,116-89.2% | $12,270-87.5% |