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 | $173,376 | $198,466-12.6% | $170,442+1.7% | $147,584+17.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 13.73% | 257.29%-243.6pp | 205.93%-192.2pp | 578.55%-564.8pp |
| Employer contribution / active EE | $4,733 | $6,184-23.5% | $5,433-12.9% | $4,876-2.9% |
| Participant deferral / active EE | $4,864 | $5,629-13.6% | $4,939-1.5% | $5,439-10.6% |
| Admin fee / account holder | $3,831 | $16,852-77.3% | $13,880-72.4% | $10,885-64.8% |