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 | $180,759 | $148,534+21.7% | $135,903+33.0% | $139,434+29.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 25.83% | 79.19%-53.4pp | 68.23%-42.4pp | 372.94%-347.1pp |
| Employer contribution / active EE | $1,852 | $5,243-64.7% | $4,856-61.9% | $4,751-61.0% |
| Participant deferral / active EE | $4,100 | $8,100-49.4% | $7,758-47.2% | $6,710-38.9% |
| Admin fee / account holder | $6,667 | $12,400-46.2% | $10,762-38.1% | $11,403-41.5% |