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 | $165,475 | $226,064-26.8% | $182,532-9.3% | $152,861+8.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 18.50% | 192.51%-174.0pp | 148.54%-130.0pp | 345.32%-326.8pp |
| Employer contribution / active EE | $1,142 | $4,978-77.1% | $4,076-72.0% | $4,762-76.0% |
| Participant deferral / active EE | $1,672 | $6,368-73.7% | $5,524-69.7% | $5,850-71.4% |
| Admin fee / account holder | $769 | $10,703-92.8% | $8,592-91.0% | $11,596-93.4% |