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 9-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 | $198,615 | $217,402-8.6% | $185,823+6.9% | $167,490+18.6% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 17.89% | 148.36%-130.5pp | 122.05%-104.2pp | 478.56%-460.7pp |
| Employer contribution / active EE | $7,322 | $5,873+24.7% | $5,167+41.7% | $4,837+51.4% |
| Participant deferral / active EE | $5,109 | $6,356-19.6% | $5,568-8.2% | $6,341-19.4% |
| Admin fee / account holder | $1,476 | $19,811-92.6% | $16,237-90.9% | $12,309-88.0% |