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 | $163,900 | $183,963-10.9% | $162,163+1.1% | $152,861+7.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 27.71% | 150.76%-123.1pp | 115.59%-87.9pp | 345.32%-317.6pp |
| Employer contribution / active EE | $4,697 | $6,371-26.3% | $5,614-16.3% | $4,762-1.4% |
| Participant deferral / active EE | $4,147 | $8,034-48.4% | $7,298-43.2% | $5,850-29.1% |
| Admin fee / account holder | $8,532 | $13,121-35.0% | $10,843-21.3% | $11,596-26.4% |