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 | $186,329 | $198,466-6.1% | $170,442+9.3% | $147,584+26.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 23.52% | 257.29%-233.8pp | 205.93%-182.4pp | 578.55%-555.0pp |
| Employer contribution / active EE | $1,921 | $6,184-68.9% | $5,433-64.6% | $4,876-60.6% |
| Participant deferral / active EE | $5,363 | $5,629-4.7% | $4,939+8.6% | $5,439-1.4% |
| Admin fee / account holder | $1,718 | $16,852-89.8% | $13,880-87.6% | $10,885-84.2% |