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 | $152,506 | $177,572-14.1% | $154,803-1.5% | $142,382+7.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 13.66% | 65.07%-51.4pp | 58.88%-45.2pp | 217.08%-203.4pp |
| Employer contribution / active EE | $3,906 | $4,810-18.8% | $4,305-9.3% | $4,299-9.1% |
| Participant deferral / active EE | $9,943 | $6,272+58.5% | $5,540+79.5% | $6,507+52.8% |
| Admin fee / account holder | $38,518 | $16,786+129.5% | $14,329+168.8% | $12,624+205.1% |