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 | $168,102 | $161,352+4.2% | $134,172+25.3% | $137,256+22.5% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 11.80% | 28.72%-16.9pp | 25.30%-13.5pp | 220.34%-208.5pp |
| Employer contribution / active EE | $8,392 | $4,099+104.7% | $3,420+145.4% | $4,156+101.9% |
| Participant deferral / active EE | $6,709 | $5,552+20.8% | $4,690+43.0% | $6,407+4.7% |
| Admin fee / account holder | $53,006 | $15,028+252.7% | $12,016+341.1% | $12,270+332.0% |