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 | $176,171 | $176,812-0.4% | $146,665+20.1% | $167,490+5.2% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 17.35% | 24.03%-6.7pp | 22.74%-5.4pp | 478.56%-461.2pp |
| Employer contribution / active EE | $5,935 | $5,160+15.0% | $4,136+43.5% | $4,837+22.7% |
| Participant deferral / active EE | $8,667 | $6,440+34.6% | $5,506+57.4% | $6,341+36.7% |
| Admin fee / account holder | $455 | $13,259-96.6% | $10,280-95.6% | $12,309-96.3% |