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 | $174,219 | $209,411-16.8% | $178,490-2.4% | $158,922+9.6% |
| Participation rate | 95.7% | 86.3%+9.3pp | 81.9%+13.7pp | 82.0%+13.7pp |
| Annual return | 13.25% | 188.75%-175.5pp | 151.07%-137.8pp | 302.83%-289.6pp |
| Employer contribution / active EE | $8,937 | $5,706+56.6% | $5,011+78.4% | $4,761+87.7% |
| Participant deferral / active EE | $4,554 | $5,954-23.5% | $5,202-12.5% | $5,982-23.9% |
| Admin fee / account holder | $1,059 | $17,074-93.8% | $13,984-92.4% | $11,246-90.6% |