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 | $156,351 | $165,335-5.4% | $149,696+4.4% | $158,922-1.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 14.83% | 348.15%-333.3pp | 276.60%-261.8pp | 302.83%-288.0pp |
| Employer contribution / active EE | $7,765 | $5,103+52.2% | $4,644+67.2% | $4,761+63.1% |
| Participant deferral / active EE | $12,839 | $7,181+78.8% | $6,842+87.7% | $5,982+114.6% |
| Admin fee / account holder | $909 | $10,807-91.6% | $9,309-90.2% | $11,246-91.9% |