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 | $167,062 | $183,963-9.2% | $162,163+3.0% | $152,861+9.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 23.21% | 150.76%-127.6pp | 115.59%-92.4pp | 345.32%-322.1pp |
| Employer contribution / active EE | $9,475 | $6,371+48.7% | $5,614+68.8% | $4,762+99.0% |
| Participant deferral / active EE | $7,871 | $8,034-2.0% | $7,298+7.9% | $5,850+34.6% |
| Admin fee / account holder | $3,067 | $13,121-76.6% | $10,843-71.7% | $11,596-73.5% |