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 | $176,721 | $178,174-0.8% | $156,181+13.2% | $137,256+28.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 12.92% | 84.19%-71.3pp | 64.87%-52.0pp | 220.34%-207.4pp |
| Employer contribution / active EE | $3,754 | $4,972-24.5% | $4,294-12.6% | $4,156-9.7% |
| Participant deferral / active EE | $12,832 | $6,888+86.3% | $6,132+109.3% | $6,407+100.3% |
| Admin fee / account holder | $13,006 | $17,404-25.3% | $14,586-10.8% | $12,270+6.0% |