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 | $179,013 | $183,963-2.7% | $162,163+10.4% | $152,861+17.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 23.87% | 150.76%-126.9pp | 115.59%-91.7pp | 345.32%-321.4pp |
| Employer contribution / active EE | $2,281 | $6,371-64.2% | $5,614-59.4% | $4,762-52.1% |
| Participant deferral / active EE | $6,479 | $8,034-19.4% | $7,298-11.2% | $5,850+10.7% |
| Admin fee / account holder | $10,939 | $13,121-16.6% | $10,843+0.9% | $11,596-5.7% |