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 | $156,944 | $159,901-1.8% | $146,958+6.8% | $145,922+7.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.19% | 98.13%-87.9pp | 418.34%-408.2pp | 561.29%-551.1pp |
| Employer contribution / active EE | $4,807 | $5,286-9.1% | $4,933-2.5% | $4,660+3.2% |
| Participant deferral / active EE | $13,377 | $8,428+58.7% | $8,070+65.8% | $6,688+100.0% |
| Admin fee / account holder | $1,670 | $15,044-88.9% | $12,998-87.2% | $13,397-87.5% |