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 | $205,122 | $217,402-5.6% | $185,823+10.4% | $167,490+22.5% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 26.76% | 148.36%-121.6pp | 122.05%-95.3pp | 478.56%-451.8pp |
| Employer contribution / active EE | $8,073 | $5,873+37.5% | $5,167+56.2% | $4,837+66.9% |
| Participant deferral / active EE | $6,021 | $6,356-5.3% | $5,568+8.1% | $6,341-5.1% |
| Admin fee / account holder | $1,641 | $19,811-91.7% | $16,237-89.9% | $12,309-86.7% |