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 | $164,651 | $157,256+4.7% | $141,162+16.6% | $152,861+7.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 21.31% | 64.32%-43.0pp | 71.39%-50.1pp | 345.32%-324.0pp |
| Employer contribution / active EE | $7,203 | $5,261+36.9% | $4,735+52.1% | $4,762+51.3% |
| Participant deferral / active EE | $7,208 | $7,109+1.4% | $6,709+7.4% | $5,850+23.2% |
| Admin fee / account holder | $84,826 | $12,120+599.9% | $10,261+726.7% | $11,596+631.5% |