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 | $173,524 | $179,726-3.5% | $156,263+11.0% | $142,382+21.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 11.78% | 77.86%-66.1pp | 59.47%-47.7pp | 217.08%-205.3pp |
| Employer contribution / active EE | $3,078 | $5,069-39.3% | $4,333-29.0% | $4,299-28.4% |
| Participant deferral / active EE | $4,877 | $6,956-29.9% | $6,158-20.8% | $6,507-25.1% |
| Admin fee / account holder | $20,494 | $17,272+18.7% | $14,255+43.8% | $12,624+62.3% |