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 | $164,139 | $198,466-17.3% | $170,442-3.7% | $147,584+11.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 16.39% | 257.29%-240.9pp | 205.93%-189.5pp | 578.55%-562.2pp |
| Employer contribution / active EE | $2,308 | $6,184-62.7% | $5,433-57.5% | $4,876-52.7% |
| Participant deferral / active EE | $3,273 | $5,629-41.9% | $4,939-33.7% | $5,439-39.8% |
| Admin fee / account holder | $2,531 | $16,852-85.0% | $13,880-81.8% | $10,885-76.7% |