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 | $162,073 | $183,963-11.9% | $162,163-0.1% | $152,861+6.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 26.64% | 150.76%-124.1pp | 115.59%-89.0pp | 345.32%-318.7pp |
| Employer contribution / active EE | $7,061 | $6,371+10.8% | $5,614+25.8% | $4,762+48.3% |
| Participant deferral / active EE | $8,705 | $8,034+8.4% | $7,298+19.3% | $5,850+48.8% |
| Admin fee / account holder | $6,802 | $13,121-48.2% | $10,843-37.3% | $11,596-41.3% |