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 | $188,065 | $183,963+2.2% | $162,163+16.0% | $152,861+23.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 20.97% | 150.76%-129.8pp | 115.59%-94.6pp | 345.32%-324.3pp |
| Employer contribution / active EE | $3,791 | $6,371-40.5% | $5,614-32.5% | $4,762-20.4% |
| Participant deferral / active EE | $8,738 | $8,034+8.8% | $7,298+19.7% | $5,850+49.4% |
| Admin fee / account holder | $14,794 | $13,121+12.7% | $10,843+36.4% | $11,596+27.6% |