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 | $182,524 | $209,411-12.8% | $178,490+2.3% | $158,922+14.9% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 21.71% | 188.75%-167.0pp | 151.07%-129.4pp | 302.83%-281.1pp |
| Employer contribution / active EE | $5,197 | $5,706-8.9% | $5,011+3.7% | $4,761+9.2% |
| Participant deferral / active EE | $4,417 | $5,954-25.8% | $5,202-15.1% | $5,982-26.2% |
| Admin fee / account holder | $1,277 | $17,074-92.5% | $13,984-90.9% | $11,246-88.6% |