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 | $171,316 | $192,717-11.1% | $142,449+20.3% | $139,434+22.9% |
| Participation rate | 100.0% | 81.5%+18.5pp | 76.8%+23.2pp | 80.3%+19.7pp |
| Annual return | 12.07% | 17.99%-5.9pp | 19.99%-7.9pp | 372.94%-360.9pp |
| Employer contribution / active EE | $4,056 | $5,806-30.2% | $4,847-16.3% | $4,751-14.6% |
| Participant deferral / active EE | $10,091 | $7,208+40.0% | $6,283+60.6% | $6,710+50.4% |
| Admin fee / account holder | $4,813 | $15,124-68.2% | $10,011-51.9% | $11,403-57.8% |