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 6-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 | $170,443 | $172,111-1.0% | $150,298+13.4% | $137,256+24.2% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 19.81% | 69.37%-49.6pp | 62.79%-43.0pp | 220.34%-200.5pp |
| Employer contribution / active EE | $2,365 | $4,636-49.0% | $4,154-43.1% | $4,156-43.1% |
| Participant deferral / active EE | $8,301 | $6,166+34.6% | $5,453+52.2% | $6,407+29.6% |
| Admin fee / account holder | $2,279 | $16,471-86.2% | $14,116-83.9% | $12,270-81.4% |