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 | $191,973 | $198,466-3.3% | $170,442+12.6% | $147,584+30.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 9.11% | 257.29%-248.2pp | 205.93%-196.8pp | 578.55%-569.4pp |
| Employer contribution / active EE | $5,636 | $6,184-8.8% | $5,433+3.7% | $4,876+15.6% |
| Participant deferral / active EE | $6,764 | $5,629+20.1% | $4,939+36.9% | $5,439+24.4% |
| Admin fee / account holder | $6,804 | $16,852-59.6% | $13,880-51.0% | $10,885-37.5% |