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 | $209,752 | $227,553-7.8% | $189,557+10.7% | $167,490+25.2% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 9.54% | 78.40%-68.9pp | 64.17%-54.6pp | 478.56%-469.0pp |
| Employer contribution / active EE | $1,236 | $5,316-76.8% | $4,412-72.0% | $4,837-74.5% |
| Participant deferral / active EE | $1,776 | $7,002-74.6% | $6,174-71.2% | $6,341-72.0% |
| Admin fee / account holder | $1,005 | $11,878-91.5% | $9,807-89.8% | $12,309-91.8% |