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 | $181,287 | $209,411-13.4% | $178,490+1.6% | $158,922+14.1% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 9.45% | 188.75%-179.3pp | 151.07%-141.6pp | 302.83%-293.4pp |
| Employer contribution / active EE | $4,128 | $5,706-27.7% | $5,011-17.6% | $4,761-13.3% |
| Participant deferral / active EE | $5,320 | $5,954-10.6% | $5,202+2.3% | $5,982-11.1% |
| Admin fee / account holder | $2,240 | $17,074-86.9% | $13,984-84.0% | $11,246-80.1% |