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 | $189,673 | $198,466-4.4% | $170,442+11.3% | $147,584+28.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 14.03% | 257.29%-243.3pp | 205.93%-191.9pp | 578.55%-564.5pp |
| Employer contribution / active EE | $1,609 | $6,184-74.0% | $5,433-70.4% | $4,876-67.0% |
| Participant deferral / active EE | $6,376 | $5,629+13.3% | $4,939+29.1% | $5,439+17.2% |
| Admin fee / account holder | $2,530 | $16,852-85.0% | $13,880-81.8% | $10,885-76.8% |