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 | $167,089 | $152,460+9.6% | $118,746+40.7% | $147,584+13.2% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.3%+21.7pp | 82.8%+17.2pp |
| Annual return | 17.46% | 17.41%+0.1pp | 24.54%-7.1pp | 578.55%-561.1pp |
| Employer contribution / active EE | $2,451 | $5,046-51.4% | $4,193-41.5% | $4,876-49.7% |
| Participant deferral / active EE | $5,800 | $6,212-6.6% | $5,332+8.8% | $5,439+6.6% |
| Admin fee / account holder | $1,388 | $16,953-91.8% | $10,720-87.1% | $10,885-87.2% |