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 | $190,304 | $197,591-3.7% | $177,821+7.0% | $158,922+19.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 9.40% | 58.76%-49.4pp | 48.32%-38.9pp | 302.83%-293.4pp |
| Employer contribution / active EE | $3,515 | $6,697-47.5% | $5,918-40.6% | $4,761-26.2% |
| Participant deferral / active EE | $14,792 | $8,405+76.0% | $7,714+91.8% | $5,982+147.3% |
| Admin fee / account holder | $635 | $15,399-95.9% | $12,427-94.9% | $11,246-94.4% |