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 | $170,662 | $183,519-7.0% | $155,509+9.7% | $145,922+17.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.44% | 61.17%-50.7pp | 64.67%-54.2pp | 561.29%-550.8pp |
| Employer contribution / active EE | $2,330 | $5,313-56.1% | $4,672-50.1% | $4,660-50.0% |
| Participant deferral / active EE | $6,599 | $6,462+2.1% | $5,626+17.3% | $6,688-1.3% |
| Admin fee / account holder | $7,409 | $19,313-61.6% | $15,912-53.4% | $13,397-44.7% |