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 | $168,918 | $198,466-14.9% | $170,442-0.9% | $147,584+14.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 15.97% | 257.29%-241.3pp | 205.93%-190.0pp | 578.55%-562.6pp |
| Employer contribution / active EE | $3,549 | $6,184-42.6% | $5,433-34.7% | $4,876-27.2% |
| Participant deferral / active EE | $7,009 | $5,629+24.5% | $4,939+41.9% | $5,439+28.9% |
| Admin fee / account holder | $594 | $16,852-96.5% | $13,880-95.7% | $10,885-94.5% |