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 | $175,509 | $159,602+10.0% | $150,045+17.0% | $142,382+23.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 14.00% | 70.24%-56.2pp | 62.55%-48.5pp | 217.08%-203.1pp |
| Employer contribution / active EE | $3,437 | $4,961-30.7% | $4,693-26.8% | $4,299-20.1% |
| Participant deferral / active EE | $9,044 | $8,310+8.8% | $7,997+13.1% | $6,507+39.0% |
| Admin fee / account holder | $4,565 | $14,846-69.2% | $13,435-66.0% | $12,624-63.8% |