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 | $185,298 | $226,064-18.0% | $182,532+1.5% | $152,861+21.2% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 9.47% | 192.51%-183.0pp | 148.54%-139.1pp | 345.32%-335.9pp |
| Employer contribution / active EE | $2,719 | $4,978-45.4% | $4,076-33.3% | $4,762-42.9% |
| Participant deferral / active EE | $5,464 | $6,368-14.2% | $5,524-1.1% | $5,850-6.6% |
| Admin fee / account holder | $6,103 | $10,703-43.0% | $8,592-29.0% | $11,596-47.4% |