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 | $152,854 | $209,411-27.0% | $178,490-14.4% | $158,922-3.8% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 10.86% | 188.75%-177.9pp | 151.07%-140.2pp | 302.83%-292.0pp |
| Employer contribution / active EE | $4,799 | $5,706-15.9% | $5,011-4.2% | $4,761+0.8% |
| Participant deferral / active EE | $4,718 | $5,954-20.8% | $5,202-9.3% | $5,982-21.1% |
| Admin fee / account holder | $1,214 | $17,074-92.9% | $13,984-91.3% | $11,246-89.2% |