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 | $192,402 | $217,402-11.5% | $185,823+3.5% | $167,490+14.9% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 25.77% | 148.36%-122.6pp | 122.05%-96.3pp | 478.56%-452.8pp |
| Employer contribution / active EE | $5,581 | $5,873-5.0% | $5,167+8.0% | $4,837+15.4% |
| Participant deferral / active EE | $6,062 | $6,356-4.6% | $5,568+8.9% | $6,341-4.4% |
| Admin fee / account holder | $6,603 | $19,811-66.7% | $16,237-59.3% | $12,309-46.4% |