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 | $175,486 | $197,591-11.2% | $177,821-1.3% | $158,922+10.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 11.24% | 58.76%-47.5pp | 48.32%-37.1pp | 302.83%-291.6pp |
| Employer contribution / active EE | $3,803 | $6,697-43.2% | $5,918-35.7% | $4,761-20.1% |
| Participant deferral / active EE | $13,052 | $8,405+55.3% | $7,714+69.2% | $5,982+118.2% |
| Admin fee / account holder | $407 | $15,399-97.4% | $12,427-96.7% | $11,246-96.4% |