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 | $169,672 | $198,466-14.5% | $170,442-0.5% | $147,584+15.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 21.09% | 257.29%-236.2pp | 205.93%-184.8pp | 578.55%-557.5pp |
| Employer contribution / active EE | $4,888 | $6,184-20.9% | $5,433-10.0% | $4,876+0.2% |
| Participant deferral / active EE | $4,849 | $5,629-13.9% | $4,939-1.8% | $5,439-10.8% |
| Admin fee / account holder | $2,102 | $16,852-87.5% | $13,880-84.9% | $10,885-80.7% |