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 | $157,402 | $198,466-20.7% | $170,442-7.7% | $147,584+6.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 23.32% | 257.29%-234.0pp | 205.93%-182.6pp | 578.55%-555.2pp |
| Employer contribution / active EE | $6,714 | $6,184+8.6% | $5,433+23.6% | $4,876+37.7% |
| Participant deferral / active EE | $3,734 | $5,629-33.7% | $4,939-24.4% | $5,439-31.3% |
| Admin fee / account holder | $4,980 | $16,852-70.4% | $13,880-64.1% | $10,885-54.2% |