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 | $145,713 | $198,466-26.6% | $170,442-14.5% | $147,584-1.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 29.82% | 257.29%-227.5pp | 205.93%-176.1pp | 578.55%-548.7pp |
| Employer contribution / active EE | $6,665 | $6,184+7.8% | $5,433+22.7% | $4,876+36.7% |
| Participant deferral / active EE | $4,377 | $5,629-22.2% | $4,939-11.4% | $5,439-19.5% |
| Admin fee / account holder | $2,086 | $16,852-87.6% | $13,880-85.0% | $10,885-80.8% |