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 | $193,743 | $179,726+7.8% | $156,263+24.0% | $142,382+36.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 18.31% | 77.86%-59.5pp | 59.47%-41.2pp | 217.08%-198.8pp |
| Employer contribution / active EE | $1,347 | $5,069-73.4% | $4,333-68.9% | $4,299-68.7% |
| Participant deferral / active EE | $20,375 | $6,956+192.9% | $6,158+230.9% | $6,507+213.1% |
| Admin fee / account holder | $1,004 | $17,272-94.2% | $14,255-93.0% | $12,624-92.0% |