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 | $178,220 | $159,602+11.7% | $150,045+18.8% | $142,382+25.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 20.67% | 70.24%-49.6pp | 62.55%-41.9pp | 217.08%-196.4pp |
| Employer contribution / active EE | $4,573 | $4,961-7.8% | $4,693-2.6% | $4,299+6.4% |
| Participant deferral / active EE | $12,104 | $8,310+45.7% | $7,997+51.4% | $6,507+86.0% |
| Admin fee / account holder | $3,914 | $14,846-73.6% | $13,435-70.9% | $12,624-69.0% |