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 | $176,065 | $176,377-0.2% | $134,143+31.3% | $158,922+10.8% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 9.75% | 63.63%-53.9pp | 36.33%-26.6pp | 302.83%-293.1pp |
| Employer contribution / active EE | $1,374 | $5,040-72.7% | $3,704-62.9% | $4,761-71.1% |
| Participant deferral / active EE | $7,492 | $4,091+83.1% | $3,499+114.1% | $5,982+25.2% |
| Admin fee / account holder | $1,270 | $8,718-85.4% | $6,684-81.0% | $11,246-88.7% |