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 | $156,112 | $177,572-12.1% | $154,803+0.8% | $142,382+9.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 16.23% | 65.07%-48.8pp | 58.88%-42.6pp | 217.08%-200.8pp |
| Employer contribution / active EE | $3,793 | $4,810-21.2% | $4,305-11.9% | $4,299-11.8% |
| Participant deferral / active EE | $8,002 | $6,272+27.6% | $5,540+44.4% | $6,507+23.0% |
| Admin fee / account holder | $1,671 | $16,786-90.0% | $14,329-88.3% | $12,624-86.8% |