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 | $170,710 | $209,411-18.5% | $178,490-4.4% | $158,922+7.4% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 7.18% | 188.75%-181.6pp | 151.07%-143.9pp | 302.83%-295.6pp |
| Employer contribution / active EE | $5,361 | $5,706-6.0% | $5,011+7.0% | $4,761+12.6% |
| Participant deferral / active EE | $5,092 | $5,954-14.5% | $5,202-2.1% | $5,982-14.9% |
| Admin fee / account holder | $11,535 | $17,074-32.4% | $13,984-17.5% | $11,246+2.6% |