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 | $199,132 | $209,411-4.9% | $178,490+11.6% | $158,922+25.3% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 35.24% | 188.75%-153.5pp | 151.07%-115.8pp | 302.83%-267.6pp |
| Employer contribution / active EE | $6,634 | $5,706+16.3% | $5,011+32.4% | $4,761+39.3% |
| Participant deferral / active EE | $11,531 | $5,954+93.7% | $5,202+121.7% | $5,982+92.8% |
| Admin fee / account holder | $1,667 | $17,074-90.2% | $13,984-88.1% | $11,246-85.2% |