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 | $163,763 | $209,411-21.8% | $178,490-8.3% | $158,922+3.0% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 14.43% | 188.75%-174.3pp | 151.07%-136.6pp | 302.83%-288.4pp |
| Employer contribution / active EE | $5,305 | $5,706-7.0% | $5,011+5.9% | $4,761+11.4% |
| Participant deferral / active EE | $5,669 | $5,954-4.8% | $5,202+9.0% | $5,982-5.2% |
| Admin fee / account holder | $1,473 | $17,074-91.4% | $13,984-89.5% | $11,246-86.9% |