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 | $217,173 | $232,540-6.6% | $185,117+17.3% | $147,584+47.2% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 17.53% | 43.03%-25.5pp | 40.50%-23.0pp | 578.55%-561.0pp |
| Employer contribution / active EE | $5,013 | $5,195-3.5% | $4,182+19.9% | $4,876+2.8% |
| Participant deferral / active EE | $11,423 | $5,834+95.8% | $5,045+126.4% | $5,439+110.0% |
| Admin fee / account holder | $3,172 | $10,275-69.1% | $8,159-61.1% | $10,885-70.9% |