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 | $188,057 | $177,572+5.9% | $154,803+21.5% | $142,382+32.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 15.14% | 65.07%-49.9pp | 58.88%-43.7pp | 217.08%-201.9pp |
| Employer contribution / active EE | $5,690 | $4,810+18.3% | $4,305+32.2% | $4,299+32.4% |
| Participant deferral / active EE | $6,310 | $6,272+0.6% | $5,540+13.9% | $6,507-3.0% |
| Admin fee / account holder | $1,513 | $16,786-91.0% | $14,329-89.4% | $12,624-88.0% |