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 | $177,439 | $172,111+3.1% | $150,298+18.1% | $137,256+29.3% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 16.68% | 69.37%-52.7pp | 62.79%-46.1pp | 220.34%-203.7pp |
| Employer contribution / active EE | $2,990 | $4,636-35.5% | $4,154-28.0% | $4,156-28.1% |
| Participant deferral / active EE | $7,748 | $6,166+25.7% | $5,453+42.1% | $6,407+20.9% |
| Admin fee / account holder | $733 | $16,471-95.5% | $14,116-94.8% | $12,270-94.0% |