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 | $170,115 | $185,822-8.5% | $169,993+0.1% | $139,434+22.0% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 45.91% | 60.50%-14.6pp | 53.37%-7.5pp | 372.94%-327.0pp |
| Employer contribution / active EE | $4,543 | $7,590-40.1% | $6,785-33.0% | $4,751-4.4% |
| Participant deferral / active EE | $11,434 | $11,622-1.6% | $10,408+9.9% | $6,710+70.4% |
| Admin fee / account holder | $571 | $15,381-96.3% | $12,815-95.5% | $11,403-95.0% |