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 | $188,931 | $183,963+2.7% | $162,163+16.5% | $152,861+23.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 15.32% | 150.76%-135.4pp | 115.59%-100.3pp | 345.32%-330.0pp |
| Employer contribution / active EE | $2,829 | $6,371-55.6% | $5,614-49.6% | $4,762-40.6% |
| Participant deferral / active EE | $6,998 | $8,034-12.9% | $7,298-4.1% | $5,850+19.6% |
| Admin fee / account holder | $54,517 | $13,121+315.5% | $10,843+402.8% | $11,596+370.1% |