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 | $168,098 | $185,822-9.5% | $169,993-1.1% | $139,434+20.6% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 20.67% | 60.50%-39.8pp | 53.37%-32.7pp | 372.94%-352.3pp |
| Employer contribution / active EE | $7,914 | $7,590+4.3% | $6,785+16.6% | $4,751+66.6% |
| Participant deferral / active EE | $11,286 | $11,622-2.9% | $10,408+8.4% | $6,710+68.2% |
| Admin fee / account holder | $8,248 | $15,381-46.4% | $12,815-35.6% | $11,403-27.7% |