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 | $168,182 | $175,202-4.0% | $149,673+12.4% | $139,434+20.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 19.33% | 166.71%-147.4pp | 134.42%-115.1pp | 372.94%-353.6pp |
| Employer contribution / active EE | $1,238 | $5,474-77.4% | $4,818-74.3% | $4,751-74.0% |
| Participant deferral / active EE | $8,055 | $6,519+23.6% | $5,680+41.8% | $6,710+20.0% |
| Admin fee / account holder | $4,684 | $16,150-71.0% | $13,210-64.5% | $11,403-58.9% |