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 | $165,736 | $177,572-6.7% | $154,803+7.1% | $142,382+16.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 13.67% | 65.07%-51.4pp | 58.88%-45.2pp | 217.08%-203.4pp |
| Employer contribution / active EE | $2,634 | $4,810-45.2% | $4,305-38.8% | $4,299-38.7% |
| Participant deferral / active EE | $8,433 | $6,272+34.5% | $5,540+52.2% | $6,507+29.6% |
| Admin fee / account holder | $4,464 | $16,786-73.4% | $14,329-68.8% | $12,624-64.6% |