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 | $184,697 | $209,411-11.8% | $178,490+3.5% | $158,922+16.2% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 14.08% | 188.75%-174.7pp | 151.07%-137.0pp | 302.83%-288.7pp |
| Employer contribution / active EE | $6,870 | $5,706+20.4% | $5,011+37.1% | $4,761+44.3% |
| Participant deferral / active EE | $5,058 | $5,954-15.0% | $5,202-2.8% | $5,982-15.4% |
| Admin fee / account holder | $5,164 | $17,074-69.8% | $13,984-63.1% | $11,246-54.1% |