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 | $163,483 | $209,411-21.9% | $178,490-8.4% | $158,922+2.9% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 14.60% | 188.75%-174.1pp | 151.07%-136.5pp | 302.83%-288.2pp |
| Employer contribution / active EE | $3,875 | $5,706-32.1% | $5,011-22.7% | $4,761-18.6% |
| Participant deferral / active EE | $9,528 | $5,954+60.0% | $5,202+83.2% | $5,982+59.3% |
| Admin fee / account holder | $3,082 | $17,074-82.0% | $13,984-78.0% | $11,246-72.6% |