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 | $169,341 | $165,335+2.4% | $149,696+13.1% | $158,922+6.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 14.18% | 348.15%-334.0pp | 276.60%-262.4pp | 302.83%-288.6pp |
| Employer contribution / active EE | $4,536 | $5,103-11.1% | $4,644-2.3% | $4,761-4.7% |
| Participant deferral / active EE | $5,670 | $7,181-21.0% | $6,842-17.1% | $5,982-5.2% |
| Admin fee / account holder | $1,407 | $10,807-87.0% | $9,309-84.9% | $11,246-87.5% |