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 | $160,141 | $133,922+19.6% | $116,228+37.8% | $142,382+12.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 11.81% | 147.76%-135.9pp | 90.06%-78.2pp | 217.08%-205.3pp |
| Employer contribution / active EE | $4,174 | $3,446+21.1% | $2,994+39.4% | $4,299-2.9% |
| Participant deferral / active EE | $8,723 | $5,672+53.8% | $4,953+76.1% | $6,507+34.0% |
| Admin fee / account holder | $4,795 | $14,945-67.9% | $11,989-60.0% | $12,624-62.0% |