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 | $149,021 | $217,402-31.5% | $185,823-19.8% | $167,490-11.0% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 14.07% | 148.36%-134.3pp | 122.05%-108.0pp | 478.56%-464.5pp |
| Employer contribution / active EE | $5,766 | $5,873-1.8% | $5,167+11.6% | $4,837+19.2% |
| Participant deferral / active EE | $6,109 | $6,356-3.9% | $5,568+9.7% | $6,341-3.7% |
| Admin fee / account holder | $2,498 | $19,811-87.4% | $16,237-84.6% | $12,309-79.7% |