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 | $176,912 | $177,572-0.4% | $154,803+14.3% | $142,382+24.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 12.78% | 65.07%-52.3pp | 58.88%-46.1pp | 217.08%-204.3pp |
| Employer contribution / active EE | $4,670 | $4,810-2.9% | $4,305+8.5% | $4,299+8.6% |
| Participant deferral / active EE | $11,852 | $6,272+89.0% | $5,540+113.9% | $6,507+82.1% |
| Admin fee / account holder | $651 | $16,786-96.1% | $14,329-95.5% | $12,624-94.8% |