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 | $155,393 | $198,466-21.7% | $170,442-8.8% | $147,584+5.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 18.03% | 257.29%-239.3pp | 205.93%-187.9pp | 578.55%-560.5pp |
| Employer contribution / active EE | $4,934 | $6,184-20.2% | $5,433-9.2% | $4,876+1.2% |
| Participant deferral / active EE | $6,124 | $5,629+8.8% | $4,939+24.0% | $5,439+12.6% |
| Admin fee / account holder | $1,245 | $16,852-92.6% | $13,880-91.0% | $10,885-88.6% |