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 | $165,207 | $179,726-8.1% | $156,263+5.7% | $142,382+16.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 14.74% | 77.86%-63.1pp | 59.47%-44.7pp | 217.08%-202.3pp |
| Employer contribution / active EE | $6,881 | $5,069+35.7% | $4,333+58.8% | $4,299+60.1% |
| Participant deferral / active EE | $11,038 | $6,956+58.7% | $6,158+79.2% | $6,507+69.6% |
| Admin fee / account holder | $999 | $17,272-94.2% | $14,255-93.0% | $12,624-92.1% |