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 | $150,205 | $198,466-24.3% | $170,442-11.9% | $147,584+1.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 9.50% | 257.29%-247.8pp | 205.93%-196.4pp | 578.55%-569.1pp |
| Employer contribution / active EE | $2,905 | $6,184-53.0% | $5,433-46.5% | $4,876-40.4% |
| Participant deferral / active EE | $6,128 | $5,629+8.9% | $4,939+24.1% | $5,439+12.7% |
| Admin fee / account holder | $95,947 | $16,852+469.4% | $13,880+591.2% | $10,885+781.4% |