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 | $189,390 | $209,411-9.6% | $178,490+6.1% | $158,922+19.2% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 11.47% | 188.75%-177.3pp | 151.07%-139.6pp | 302.83%-291.4pp |
| Employer contribution / active EE | $3,438 | $5,706-39.8% | $5,011-31.4% | $4,761-27.8% |
| Participant deferral / active EE | $8,435 | $5,954+41.7% | $5,202+62.2% | $5,982+41.0% |
| Admin fee / account holder | $22,678 | $17,074+32.8% | $13,984+62.2% | $11,246+101.7% |