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 | $148,834 | $209,411-28.9% | $178,490-16.6% | $158,922-6.3% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 10.75% | 188.75%-178.0pp | 151.07%-140.3pp | 302.83%-292.1pp |
| Employer contribution / active EE | $3,793 | $5,706-33.5% | $5,011-24.3% | $4,761-20.3% |
| Participant deferral / active EE | $5,758 | $5,954-3.3% | $5,202+10.7% | $5,982-3.7% |
| Admin fee / account holder | $2,072 | $17,074-87.9% | $13,984-85.2% | $11,246-81.6% |