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 6-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 | $190,133 | $209,411-9.2% | $178,490+6.5% | $158,922+19.6% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 15.54% | 188.75%-173.2pp | 151.07%-135.5pp | 302.83%-287.3pp |
| Employer contribution / active EE | $4,615 | $5,706-19.1% | $5,011-7.9% | $4,761-3.1% |
| Participant deferral / active EE | $6,820 | $5,954+14.5% | $5,202+31.1% | $5,982+14.0% |
| Admin fee / account holder | $1,450 | $17,074-91.5% | $13,984-89.6% | $11,246-87.1% |