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 | $231,717 | $209,411+10.7% | $178,490+29.8% | $158,922+45.8% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 10.50% | 188.75%-178.2pp | 151.07%-140.6pp | 302.83%-292.3pp |
| Employer contribution / active EE | $5,361 | $5,706-6.1% | $5,011+7.0% | $4,761+12.6% |
| Participant deferral / active EE | $6,990 | $5,954+17.4% | $5,202+34.4% | $5,982+16.8% |
| Admin fee / account holder | $1,064 | $17,074-93.8% | $13,984-92.4% | $11,246-90.5% |