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 | $193,861 | $203,436-4.7% | $152,466+27.1% | $167,490+15.7% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.2%+21.8pp | 82.1%+17.9pp |
| Annual return | 18.05% | 13.80%+4.3pp | 757.33%-739.3pp | 478.56%-460.5pp |
| Employer contribution / active EE | $1,650 | $5,220-68.4% | $4,327-61.9% | $4,837-65.9% |
| Participant deferral / active EE | $4,950 | $6,716-26.3% | $5,820-15.0% | $6,341-21.9% |
| Admin fee / account holder | $8,618 | $22,506-61.7% | $15,805-45.5% | $12,309-30.0% |