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 | $174,201 | $198,466-12.2% | $170,442+2.2% | $147,584+18.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 11.18% | 257.29%-246.1pp | 205.93%-194.7pp | 578.55%-567.4pp |
| Employer contribution / active EE | $6,581 | $6,184+6.4% | $5,433+21.1% | $4,876+34.9% |
| Participant deferral / active EE | $7,722 | $5,629+37.2% | $4,939+56.3% | $5,439+42.0% |
| Admin fee / account holder | $11,892 | $16,852-29.4% | $13,880-14.3% | $10,885+9.2% |