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 | $172,489 | $177,572-2.9% | $154,803+11.4% | $142,382+21.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 11.49% | 65.07%-53.6pp | 58.88%-47.4pp | 217.08%-205.6pp |
| Employer contribution / active EE | $28,379 | $4,810+489.9% | $4,305+559.1% | $4,299+560.1% |
| Participant deferral / active EE | $20,412 | $6,272+225.5% | $5,540+268.4% | $6,507+213.7% |
| Admin fee / account holder | $652 | $16,786-96.1% | $14,329-95.5% | $12,624-94.8% |