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 | $176,495 | $209,411-15.7% | $178,490-1.1% | $158,922+11.1% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 7.97% | 188.75%-180.8pp | 151.07%-143.1pp | 302.83%-294.9pp |
| Employer contribution / active EE | $5,200 | $5,706-8.9% | $5,011+3.8% | $4,761+9.2% |
| Participant deferral / active EE | $7,933 | $5,954+33.2% | $5,202+52.5% | $5,982+32.6% |
| Admin fee / account holder | $23,864 | $17,074+39.8% | $13,984+70.7% | $11,246+112.2% |