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 | $192,977 | $197,591-2.3% | $177,821+8.5% | $158,922+21.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 8.39% | 58.76%-50.4pp | 48.32%-39.9pp | 302.83%-294.4pp |
| Employer contribution / active EE | $5,096 | $6,697-23.9% | $5,918-13.9% | $4,761+7.0% |
| Participant deferral / active EE | $8,342 | $8,405-0.7% | $7,714+8.1% | $5,982+39.5% |
| Admin fee / account holder | $1,903 | $15,399-87.6% | $12,427-84.7% | $11,246-83.1% |