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 | $172,184 | $177,572-3.0% | $154,803+11.2% | $142,382+20.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 15.90% | 65.07%-49.2pp | 58.88%-43.0pp | 217.08%-201.2pp |
| Employer contribution / active EE | $4,088 | $4,810-15.0% | $4,305-5.0% | $4,299-4.9% |
| Participant deferral / active EE | $4,468 | $6,272-28.8% | $5,540-19.4% | $6,507-31.3% |
| Admin fee / account holder | $1,247 | $16,786-92.6% | $14,329-91.3% | $12,624-90.1% |