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 | $199,070 | $198,466+0.3% | $170,442+16.8% | $147,584+34.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 12.39% | 257.29%-244.9pp | 205.93%-193.5pp | 578.55%-566.2pp |
| Employer contribution / active EE | $1,840 | $6,184-70.2% | $5,433-66.1% | $4,876-62.3% |
| Participant deferral / active EE | $4,324 | $5,629-23.2% | $4,939-12.5% | $5,439-20.5% |
| Admin fee / account holder | $1,175 | $16,852-93.0% | $13,880-91.5% | $10,885-89.2% |