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 | $167,862 | $198,466-15.4% | $170,442-1.5% | $147,584+13.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 16.76% | 257.29%-240.5pp | 205.93%-189.2pp | 578.55%-561.8pp |
| Employer contribution / active EE | $12,877 | $6,184+108.2% | $5,433+137.0% | $4,876+164.1% |
| Participant deferral / active EE | $8,795 | $5,629+56.2% | $4,939+78.1% | $5,439+61.7% |
| Admin fee / account holder | $13,492 | $16,852-19.9% | $13,880-2.8% | $10,885+23.9% |