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 | $175,926 | $197,591-11.0% | $177,821-1.1% | $158,922+10.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 19.76% | 58.76%-39.0pp | 48.32%-28.6pp | 302.83%-283.1pp |
| Employer contribution / active EE | $11,849 | $6,697+76.9% | $5,918+100.2% | $4,761+148.9% |
| Participant deferral / active EE | $6,777 | $8,405-19.4% | $7,714-12.1% | $5,982+13.3% |
| Admin fee / account holder | $2,899 | $15,399-81.2% | $12,427-76.7% | $11,246-74.2% |