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 | $175,873 | $171,865+2.3% | $149,718+17.5% | $147,584+19.2% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 15.90% | 2113.22%-2097.3pp | 1501.63%-1485.7pp | 578.55%-562.7pp |
| Employer contribution / active EE | $5,595 | $6,275-10.8% | $5,445+2.8% | $4,876+14.7% |
| Participant deferral / active EE | $5,261 | $7,271-27.6% | $6,569-19.9% | $5,439-3.3% |
| Admin fee / account holder | $13,465 | $13,799-2.4% | $11,283+19.3% | $10,885+23.7% |