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 | $163,474 | $165,335-1.1% | $149,696+9.2% | $158,922+2.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 13.82% | 348.15%-334.3pp | 276.60%-262.8pp | 302.83%-289.0pp |
| Employer contribution / active EE | $3,493 | $5,103-31.5% | $4,644-24.8% | $4,761-26.6% |
| Participant deferral / active EE | $7,597 | $7,181+5.8% | $6,842+11.0% | $5,982+27.0% |
| Admin fee / account holder | $22,915 | $10,807+112.0% | $9,309+146.2% | $11,246+103.8% |