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 | $166,219 | $162,781+2.1% | $133,956+24.1% | $158,922+4.6% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 11.98% | 41.94%-30.0pp | 45.09%-33.1pp | 302.83%-290.8pp |
| Employer contribution / active EE | $10,864 | $4,975+118.3% | $3,919+177.2% | $4,761+128.2% |
| Participant deferral / active EE | $10,200 | $5,911+72.6% | $5,048+102.1% | $5,982+70.5% |
| Admin fee / account holder | $3,984 | $11,736-66.1% | $8,927-55.4% | $11,246-64.6% |