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 | $192,607 | $217,402-11.4% | $185,823+3.7% | $167,490+15.0% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 17.63% | 148.36%-130.7pp | 122.05%-104.4pp | 478.56%-460.9pp |
| Employer contribution / active EE | $5,770 | $5,873-1.8% | $5,167+11.7% | $4,837+19.3% |
| Participant deferral / active EE | $5,473 | $6,356-13.9% | $5,568-1.7% | $6,341-13.7% |
| Admin fee / account holder | $2,147 | $19,811-89.2% | $16,237-86.8% | $12,309-82.6% |