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 | $181,811 | $209,411-13.2% | $178,490+1.9% | $158,922+14.4% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 8.62% | 188.75%-180.1pp | 151.07%-142.4pp | 302.83%-294.2pp |
| Employer contribution / active EE | $9,652 | $5,706+69.1% | $5,011+92.6% | $4,761+102.7% |
| Participant deferral / active EE | $4,447 | $5,954-25.3% | $5,202-14.5% | $5,982-25.7% |
| Admin fee / account holder | $1,286 | $17,074-92.5% | $13,984-90.8% | $11,246-88.6% |