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 | $190,779 | $183,519+4.0% | $155,509+22.7% | $145,922+30.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.48% | 61.17%-51.7pp | 64.67%-55.2pp | 561.29%-551.8pp |
| Employer contribution / active EE | $2,757 | $5,313-48.1% | $4,672-41.0% | $4,660-40.8% |
| Participant deferral / active EE | $7,925 | $6,462+22.6% | $5,626+40.9% | $6,688+18.5% |
| Admin fee / account holder | $8,932 | $19,313-53.8% | $15,912-43.9% | $13,397-33.3% |