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 | $163,743 | $159,901+2.4% | $146,958+11.4% | $145,922+12.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 20.27% | 98.13%-77.9pp | 418.34%-398.1pp | 561.29%-541.0pp |
| Employer contribution / active EE | $4,129 | $5,286-21.9% | $4,933-16.3% | $4,660-11.4% |
| Participant deferral / active EE | $12,348 | $8,428+46.5% | $8,070+53.0% | $6,688+84.6% |
| Admin fee / account holder | $1,061 | $15,044-92.9% | $12,998-91.8% | $13,397-92.1% |