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 | $161,207 | $172,111-6.3% | $150,298+7.3% | $137,256+17.5% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 15.09% | 69.37%-54.3pp | 62.79%-47.7pp | 220.34%-205.3pp |
| Employer contribution / active EE | $7,854 | $4,636+69.4% | $4,154+89.1% | $4,156+89.0% |
| Participant deferral / active EE | $5,459 | $6,166-11.5% | $5,453+0.1% | $6,407-14.8% |
| Admin fee / account holder | $1,225 | $16,471-92.6% | $14,116-91.3% | $12,270-90.0% |