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 | $187,447 | $209,411-10.5% | $178,490+5.0% | $158,922+17.9% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 15.36% | 188.75%-173.4pp | 151.07%-135.7pp | 302.83%-287.5pp |
| Employer contribution / active EE | $5,873 | $5,706+2.9% | $5,011+17.2% | $4,761+23.4% |
| Participant deferral / active EE | $4,301 | $5,954-27.8% | $5,202-17.3% | $5,982-28.1% |
| Admin fee / account holder | $939 | $17,074-94.5% | $13,984-93.3% | $11,246-91.7% |