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 | $154,132 | $165,984-7.1% | $164,813-6.5% | $145,922+5.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 10.54% | 100.03%-89.5pp | 69.93%-59.4pp | 561.29%-550.7pp |
| Employer contribution / active EE | $2,200 | $5,273-58.3% | $4,341-49.3% | $4,660-52.8% |
| Participant deferral / active EE | $5,123 | $6,959-26.4% | $6,031-15.1% | $6,688-23.4% |
| Admin fee / account holder | $22,021 | $16,648+32.3% | $12,690+73.5% | $13,397+64.4% |