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 | $196,633 | $209,411-6.1% | $178,490+10.2% | $158,922+23.7% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 23.57% | 188.75%-165.2pp | 151.07%-127.5pp | 302.83%-279.3pp |
| Employer contribution / active EE | $5,263 | $5,706-7.8% | $5,011+5.0% | $4,761+10.5% |
| Participant deferral / active EE | $2,546 | $5,954-57.2% | $5,202-51.1% | $5,982-57.4% |
| Admin fee / account holder | $3,494 | $17,074-79.5% | $13,984-75.0% | $11,246-68.9% |