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 | $191,512 | $197,591-3.1% | $177,821+7.7% | $158,922+20.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 10.42% | 58.76%-48.3pp | 48.32%-37.9pp | 302.83%-292.4pp |
| Employer contribution / active EE | $4,159 | $6,697-37.9% | $5,918-29.7% | $4,761-12.7% |
| Participant deferral / active EE | $16,410 | $8,405+95.2% | $7,714+112.7% | $5,982+174.3% |
| Admin fee / account holder | $33,347 | $15,399+116.5% | $12,427+168.3% | $11,246+196.5% |