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 | $192,338 | $209,411-8.2% | $178,490+7.8% | $158,922+21.0% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 73.48% | 188.75%-115.3pp | 151.07%-77.6pp | 302.83%-229.3pp |
| Employer contribution / active EE | $2,697 | $5,706-52.7% | $5,011-46.2% | $4,761-43.4% |
| Participant deferral / active EE | $5,709 | $5,954-4.1% | $5,202+9.8% | $5,982-4.6% |
| Admin fee / account holder | $1,164 | $17,074-93.2% | $13,984-91.7% | $11,246-89.6% |