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 | $151,555 | $148,534+2.0% | $135,903+11.5% | $139,434+8.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 12.77% | 79.19%-66.4pp | 68.23%-55.5pp | 372.94%-360.2pp |
| Employer contribution / active EE | $4,279 | $5,243-18.4% | $4,856-11.9% | $4,751-9.9% |
| Participant deferral / active EE | $4,735 | $8,100-41.5% | $7,758-39.0% | $6,710-29.4% |
| Admin fee / account holder | $1,954 | $12,400-84.2% | $10,762-81.8% | $11,403-82.9% |