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 | $189,320 | $209,411-9.6% | $178,490+6.1% | $158,922+19.1% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 17.94% | 188.75%-170.8pp | 151.07%-133.1pp | 302.83%-284.9pp |
| Employer contribution / active EE | $1,504 | $5,706-73.7% | $5,011-70.0% | $4,761-68.4% |
| Participant deferral / active EE | $4,651 | $5,954-21.9% | $5,202-10.6% | $5,982-22.3% |
| Admin fee / account holder | $2,062 | $17,074-87.9% | $13,984-85.3% | $11,246-81.7% |