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 | $185,775 | $209,411-11.3% | $178,490+4.1% | $158,922+16.9% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 14.24% | 188.75%-174.5pp | 151.07%-136.8pp | 302.83%-288.6pp |
| Employer contribution / active EE | $3,475 | $5,706-39.1% | $5,011-30.6% | $4,761-27.0% |
| Participant deferral / active EE | $4,616 | $5,954-22.5% | $5,202-11.3% | $5,982-22.8% |
| Admin fee / account holder | $1,247 | $17,074-92.7% | $13,984-91.1% | $11,246-88.9% |