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 | $153,849 | $154,117-0.2% | $129,995+18.4% | $139,434+10.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 15.74% | 32.48%-16.7pp | -137.18%+152.9pp | 372.94%-357.2pp |
| Employer contribution / active EE | $5,026 | $5,289-5.0% | $4,320+16.4% | $4,751+5.8% |
| Participant deferral / active EE | $9,636 | $6,710+43.6% | $5,820+65.6% | $6,710+43.6% |
| Admin fee / account holder | $17,631 | $14,007+25.9% | $10,614+66.1% | $11,403+54.6% |