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 | $207,770 | $209,411-0.8% | $178,490+16.4% | $158,922+30.7% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 16.81% | 188.75%-171.9pp | 151.07%-134.3pp | 302.83%-286.0pp |
| Employer contribution / active EE | $1,573 | $5,706-72.4% | $5,011-68.6% | $4,761-67.0% |
| Participant deferral / active EE | $2,760 | $5,954-53.7% | $5,202-46.9% | $5,982-53.9% |
| Admin fee / account holder | $1,462 | $17,074-91.4% | $13,984-89.5% | $11,246-87.0% |