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 | $173,825 | $209,411-17.0% | $178,490-2.6% | $158,922+9.4% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 10.53% | 188.75%-178.2pp | 151.07%-140.5pp | 302.83%-292.3pp |
| Employer contribution / active EE | $2,073 | $5,706-63.7% | $5,011-58.6% | $4,761-56.5% |
| Participant deferral / active EE | $4,644 | $5,954-22.0% | $5,202-10.7% | $5,982-22.4% |
| Admin fee / account holder | $26,726 | $17,074+56.5% | $13,984+91.1% | $11,246+137.7% |