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 | $192,596 | $176,056+9.4% | $159,436+20.8% | $167,490+15.0% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 17.52% | 331.75%-314.2pp | 263.57%-246.0pp | 478.56%-461.0pp |
| Employer contribution / active EE | $3,133 | $5,297-40.9% | $4,829-35.1% | $4,837-35.2% |
| Participant deferral / active EE | $13,580 | $7,750+75.2% | $7,352+84.7% | $6,341+114.2% |
| Admin fee / account holder | $486 | $12,554-96.1% | $10,799-95.5% | $12,309-96.1% |