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 | $157,617 | $198,466-20.6% | $170,442-7.5% | $147,584+6.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 9.39% | 257.29%-247.9pp | 205.93%-196.5pp | 578.55%-569.2pp |
| Employer contribution / active EE | $4,761 | $6,184-23.0% | $5,433-12.4% | $4,876-2.4% |
| Participant deferral / active EE | $5,639 | $5,629+0.2% | $4,939+14.2% | $5,439+3.7% |
| Admin fee / account holder | $665 | $16,852-96.1% | $13,880-95.2% | $10,885-93.9% |