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 | $179,788 | $183,519-2.0% | $155,509+15.6% | $145,922+23.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.22% | 61.17%-49.9pp | 64.67%-53.4pp | 561.29%-550.1pp |
| Employer contribution / active EE | $4,619 | $5,313-13.1% | $4,672-1.2% | $4,660-0.9% |
| Participant deferral / active EE | $3,135 | $6,462-51.5% | $5,626-44.3% | $6,688-53.1% |
| Admin fee / account holder | $17,656 | $19,313-8.6% | $15,912+11.0% | $13,397+31.8% |