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 | $170,137 | $177,572-4.2% | $154,803+9.9% | $142,382+19.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 15.61% | 65.07%-49.5pp | 58.88%-43.3pp | 217.08%-201.5pp |
| Employer contribution / active EE | $2,502 | $4,810-48.0% | $4,305-41.9% | $4,299-41.8% |
| Participant deferral / active EE | $4,879 | $6,272-22.2% | $5,540-11.9% | $6,507-25.0% |
| Admin fee / account holder | $6,573 | $16,786-60.8% | $14,329-54.1% | $12,624-47.9% |