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 | $199,633 | $209,411-4.7% | $178,490+11.8% | $158,922+25.6% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 14.19% | 188.75%-174.6pp | 151.07%-136.9pp | 302.83%-288.6pp |
| Employer contribution / active EE | $1,750 | $5,706-69.3% | $5,011-65.1% | $4,761-63.2% |
| Participant deferral / active EE | $3,252 | $5,954-45.4% | $5,202-37.5% | $5,982-45.6% |
| Admin fee / account holder | $1,453 | $17,074-91.5% | $13,984-89.6% | $11,246-87.1% |