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 | $182,745 | $198,466-7.9% | $170,442+7.2% | $147,584+23.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 15.10% | 257.29%-242.2pp | 205.93%-190.8pp | 578.55%-563.5pp |
| Employer contribution / active EE | $3,576 | $6,184-42.2% | $5,433-34.2% | $4,876-26.7% |
| Participant deferral / active EE | $8,399 | $5,629+49.2% | $4,939+70.0% | $5,439+54.4% |
| Admin fee / account holder | $17,287 | $16,852+2.6% | $13,880+24.5% | $10,885+58.8% |