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 | $176,306 | $227,553-22.5% | $189,557-7.0% | $167,490+5.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 13.05% | 78.40%-65.4pp | 64.17%-51.1pp | 478.56%-465.5pp |
| Employer contribution / active EE | $2,503 | $5,316-52.9% | $4,412-43.3% | $4,837-48.3% |
| Participant deferral / active EE | $5,742 | $7,002-18.0% | $6,174-7.0% | $6,341-9.4% |
| Admin fee / account holder | $2,132 | $11,878-82.1% | $9,807-78.3% | $12,309-82.7% |