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 | $190,236 | $217,402-12.5% | $185,823+2.4% | $167,490+13.6% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 20.49% | 148.36%-127.9pp | 122.05%-101.6pp | 478.56%-458.1pp |
| Employer contribution / active EE | $4,852 | $5,873-17.4% | $5,167-6.1% | $4,837+0.3% |
| Participant deferral / active EE | $6,207 | $6,356-2.3% | $5,568+11.5% | $6,341-2.1% |
| Admin fee / account holder | $18,697 | $19,811-5.6% | $16,237+15.1% | $12,309+51.9% |