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 | $172,076 | $177,572-3.1% | $154,803+11.2% | $142,382+20.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 17.97% | 65.07%-47.1pp | 58.88%-40.9pp | 217.08%-199.1pp |
| Employer contribution / active EE | $5,663 | $4,810+17.7% | $4,305+31.5% | $4,299+31.7% |
| Participant deferral / active EE | $12,584 | $6,272+100.7% | $5,540+127.1% | $6,507+93.4% |
| Admin fee / account holder | $10,531 | $16,786-37.3% | $14,329-26.5% | $12,624-16.6% |