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 | $160,227 | $209,411-23.5% | $178,490-10.2% | $158,922+0.8% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 8.21% | 188.75%-180.5pp | 151.07%-142.9pp | 302.83%-294.6pp |
| Employer contribution / active EE | $10,065 | $5,706+76.4% | $5,011+100.9% | $4,761+111.4% |
| Participant deferral / active EE | $10,353 | $5,954+73.9% | $5,202+99.0% | $5,982+73.1% |
| Admin fee / account holder | $89,973 | $17,074+426.9% | $13,984+543.4% | $11,246+700.1% |