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 | $188,627 | $179,726+5.0% | $156,263+20.7% | $142,382+32.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 10.90% | 77.86%-67.0pp | 59.47%-48.6pp | 217.08%-206.2pp |
| Employer contribution / active EE | $2,111 | $5,069-58.4% | $4,333-51.3% | $4,299-50.9% |
| Participant deferral / active EE | $8,220 | $6,956+18.2% | $6,158+33.5% | $6,507+26.3% |
| Admin fee / account holder | $11,368 | $17,272-34.2% | $14,255-20.3% | $12,624-9.9% |