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 | $177,913 | $180,449-1.4% | $154,107+15.4% | $135,375+31.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 3.94% | 888.09%-884.2pp | 735.12%-731.2pp | 519.73%-515.8pp |
| Employer contribution / active EE | $3,738 | $6,035-38.1% | $5,298-29.4% | $4,779-21.8% |
| Participant deferral / active EE | $5,854 | $5,806+0.8% | $5,081+15.2% | $5,609+4.4% |
| Admin fee / account holder | $9,511 | $16,143-41.1% | $13,411-29.1% | $10,827-12.2% |