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 | $163,996 | $183,963-10.9% | $162,163+1.1% | $152,861+7.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 23.54% | 150.76%-127.2pp | 115.59%-92.0pp | 345.32%-321.8pp |
| Employer contribution / active EE | $2,299 | $6,371-63.9% | $5,614-59.1% | $4,762-51.7% |
| Participant deferral / active EE | $6,158 | $8,034-23.4% | $7,298-15.6% | $5,850+5.3% |
| Admin fee / account holder | $2,997 | $13,121-77.2% | $10,843-72.4% | $11,596-74.2% |