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 | $168,857 | $183,963-8.2% | $162,163+4.1% | $152,861+10.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 17.80% | 150.76%-133.0pp | 115.59%-97.8pp | 345.32%-327.5pp |
| Employer contribution / active EE | $3,477 | $6,371-45.4% | $5,614-38.1% | $4,762-27.0% |
| Participant deferral / active EE | $4,858 | $8,034-39.5% | $7,298-33.4% | $5,850-17.0% |
| Admin fee / account holder | $437 | $13,121-96.7% | $10,843-96.0% | $11,596-96.2% |