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 | $189,576 | $209,336-9.4% | $197,124-3.8% | $137,256+38.1% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 19.67% | 48.09%-28.4pp | 44.34%-24.7pp | 220.34%-200.7pp |
| Employer contribution / active EE | $9,732 | $6,591+47.7% | $6,227+56.3% | $4,156+134.2% |
| Participant deferral / active EE | $13,322 | $9,614+38.6% | $9,135+45.8% | $6,407+107.9% |
| Admin fee / account holder | $1,952 | $17,308-88.7% | $16,298-88.0% | $12,270-84.1% |