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 | $183,305 | $177,572+3.2% | $154,803+18.4% | $142,382+28.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 15.78% | 65.07%-49.3pp | 58.88%-43.1pp | 217.08%-201.3pp |
| Employer contribution / active EE | $15,026 | $4,810+212.4% | $4,305+249.0% | $4,299+249.5% |
| Participant deferral / active EE | $10,210 | $6,272+62.8% | $5,540+84.3% | $6,507+56.9% |
| Admin fee / account holder | $5,380 | $16,786-67.9% | $14,329-62.5% | $12,624-57.4% |