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 | $195,844 | $209,411-6.5% | $178,490+9.7% | $158,922+23.2% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 15.45% | 188.75%-173.3pp | 151.07%-135.6pp | 302.83%-287.4pp |
| Employer contribution / active EE | $12,255 | $5,706+114.8% | $5,011+144.6% | $4,761+157.4% |
| Participant deferral / active EE | $8,209 | $5,954+37.9% | $5,202+57.8% | $5,982+37.2% |
| Admin fee / account holder | $2,737 | $17,074-84.0% | $13,984-80.4% | $11,246-75.7% |