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 | $154,501 | $197,591-21.8% | $177,821-13.1% | $158,922-2.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 13.64% | 58.76%-45.1pp | 48.32%-34.7pp | 302.83%-289.2pp |
| Employer contribution / active EE | $5,458 | $6,697-18.5% | $5,918-7.8% | $4,761+14.6% |
| Participant deferral / active EE | $3,490 | $8,405-58.5% | $7,714-54.8% | $5,982-41.7% |
| Admin fee / account holder | $1,239 | $15,399-92.0% | $12,427-90.0% | $11,246-89.0% |