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 | $161,604 | $176,056-8.2% | $159,436+1.4% | $167,490-3.5% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 19.71% | 331.75%-312.0pp | 263.57%-243.9pp | 478.56%-458.9pp |
| Employer contribution / active EE | $2,439 | $5,297-54.0% | $4,829-49.5% | $4,837-49.6% |
| Participant deferral / active EE | $6,485 | $7,750-16.3% | $7,352-11.8% | $6,341+2.3% |
| Admin fee / account holder | $13,462 | $12,554+7.2% | $10,799+24.7% | $12,309+9.4% |