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 | $165,665 | $176,056-5.9% | $159,436+3.9% | $167,490-1.1% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 18.79% | 331.75%-313.0pp | 263.57%-244.8pp | 478.56%-459.8pp |
| Employer contribution / active EE | $3,810 | $5,297-28.1% | $4,829-21.1% | $4,837-21.2% |
| Participant deferral / active EE | $13,953 | $7,750+80.0% | $7,352+89.8% | $6,341+120.0% |
| Admin fee / account holder | $663 | $12,554-94.7% | $10,799-93.9% | $12,309-94.6% |