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 | $178,723 | $217,402-17.8% | $185,823-3.8% | $167,490+6.7% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 11.71% | 148.36%-136.6pp | 122.05%-110.3pp | 478.56%-466.8pp |
| Employer contribution / active EE | $5,442 | $5,873-7.3% | $5,167+5.3% | $4,837+12.5% |
| Participant deferral / active EE | $7,404 | $6,356+16.5% | $5,568+33.0% | $6,341+16.8% |
| Admin fee / account holder | $20,305 | $19,811+2.5% | $16,237+25.1% | $12,309+65.0% |