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 | $164,289 | $179,726-8.6% | $156,263+5.1% | $142,382+15.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 13.29% | 77.86%-64.6pp | 59.47%-46.2pp | 217.08%-203.8pp |
| Employer contribution / active EE | $4,841 | $5,069-4.5% | $4,333+11.7% | $4,299+12.6% |
| Participant deferral / active EE | $6,033 | $6,956-13.3% | $6,158-2.0% | $6,507-7.3% |
| Admin fee / account holder | $15,715 | $17,272-9.0% | $14,255+10.2% | $12,624+24.5% |