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 | $178,928 | $198,466-9.8% | $170,442+5.0% | $147,584+21.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 10.93% | 257.29%-246.4pp | 205.93%-195.0pp | 578.55%-567.6pp |
| Employer contribution / active EE | $6,966 | $6,184+12.6% | $5,433+28.2% | $4,876+42.8% |
| Participant deferral / active EE | $3,446 | $5,629-38.8% | $4,939-30.2% | $5,439-36.6% |
| Admin fee / account holder | $5,236 | $16,852-68.9% | $13,880-62.3% | $10,885-51.9% |