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 | $175,435 | $209,411-16.2% | $178,490-1.7% | $158,922+10.4% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 23.69% | 188.75%-165.1pp | 151.07%-127.4pp | 302.83%-279.1pp |
| Employer contribution / active EE | $6,260 | $5,706+9.7% | $5,011+24.9% | $4,761+31.5% |
| Participant deferral / active EE | $12,151 | $5,954+104.1% | $5,202+133.6% | $5,982+103.1% |
| Admin fee / account holder | $4,355 | $17,074-74.5% | $13,984-68.9% | $11,246-61.3% |