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 | $193,615 | $198,466-2.4% | $170,442+13.6% | $147,584+31.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 12.71% | 257.29%-244.6pp | 205.93%-193.2pp | 578.55%-565.8pp |
| Employer contribution / active EE | $7,863 | $6,184+27.2% | $5,433+44.7% | $4,876+61.3% |
| Participant deferral / active EE | $4,578 | $5,629-18.7% | $4,939-7.3% | $5,439-15.8% |
| Admin fee / account holder | $1,175 | $16,852-93.0% | $13,880-91.5% | $10,885-89.2% |