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 | $168,327 | $183,519-8.3% | $155,509+8.2% | $145,922+15.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.02% | 61.17%-48.1pp | 64.67%-51.6pp | 561.29%-548.3pp |
| Employer contribution / active EE | $6,141 | $5,313+15.6% | $4,672+31.4% | $4,660+31.8% |
| Participant deferral / active EE | $5,559 | $6,462-14.0% | $5,626-1.2% | $6,688-16.9% |
| Admin fee / account holder | $7,465 | $19,313-61.3% | $15,912-53.1% | $13,397-44.3% |