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 | $153,993 | $165,984-7.2% | $164,813-6.6% | $145,922+5.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 10.93% | 100.03%-89.1pp | 69.93%-59.0pp | 561.29%-550.4pp |
| Employer contribution / active EE | $3,463 | $5,273-34.3% | $4,341-20.2% | $4,660-25.7% |
| Participant deferral / active EE | $8,261 | $6,959+18.7% | $6,031+37.0% | $6,688+23.5% |
| Admin fee / account holder | $81,193 | $16,648+387.7% | $12,690+539.8% | $13,397+506.1% |