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 | $164,107 | $155,788+5.3% | $124,672+31.6% | $167,490-2.0% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 12.53% | 17.97%-5.4pp | 5142.93%-5130.4pp | 478.56%-466.0pp |
| Employer contribution / active EE | $2,312 | $4,163-44.5% | $3,324-30.4% | $4,837-52.2% |
| Participant deferral / active EE | $7,356 | $5,673+29.7% | $4,614+59.4% | $6,341+16.0% |
| Admin fee / account holder | $6,223 | $9,531-34.7% | $7,493-16.9% | $12,309-49.4% |