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 | $145,708 | $209,336-30.4% | $197,124-26.1% | $137,256+6.2% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 28.66% | 48.09%-19.4pp | 44.34%-15.7pp | 220.34%-191.7pp |
| Employer contribution / active EE | $5,608 | $6,591-14.9% | $6,227-9.9% | $4,156+34.9% |
| Participant deferral / active EE | $11,584 | $9,614+20.5% | $9,135+26.8% | $6,407+80.8% |
| Admin fee / account holder | $15,108 | $17,308-12.7% | $16,298-7.3% | $12,270+23.1% |