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 | $190,851 | $210,648-9.4% | $177,989+7.2% | $145,922+30.8% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 11.64% | 385.86%-374.2pp | 294.48%-282.8pp | 561.29%-549.6pp |
| Employer contribution / active EE | $3,162 | $4,565-30.7% | $3,949-19.9% | $4,660-32.1% |
| Participant deferral / active EE | $6,599 | $6,958-5.2% | $6,276+5.1% | $6,688-1.3% |
| Admin fee / account holder | $1,748 | $12,013-85.5% | $10,363-83.1% | $13,397-87.0% |