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 | $188,619 | $209,411-9.9% | $178,490+5.7% | $158,922+18.7% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 8.23% | 188.75%-180.5pp | 151.07%-142.8pp | 302.83%-294.6pp |
| Employer contribution / active EE | $3,528 | $5,706-38.2% | $5,011-29.6% | $4,761-25.9% |
| Participant deferral / active EE | $6,550 | $5,954+10.0% | $5,202+25.9% | $5,982+9.5% |
| Admin fee / account holder | $34,060 | $17,074+99.5% | $13,984+143.6% | $11,246+202.9% |