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 | $160,424 | $176,812-9.3% | $146,665+9.4% | $167,490-4.2% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 12.18% | 24.03%-11.9pp | 22.74%-10.6pp | 478.56%-466.4pp |
| Employer contribution / active EE | $9,469 | $5,160+83.5% | $4,136+128.9% | $4,837+95.7% |
| Participant deferral / active EE | $6,027 | $6,440-6.4% | $5,506+9.5% | $6,341-4.9% |
| Admin fee / account holder | $4,660 | $13,259-64.9% | $10,280-54.7% | $12,309-62.1% |