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 | $173,770 | $202,432-14.2% | $169,368+2.6% | $139,434+24.6% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 14.19% | 531.74%-517.6pp | 405.60%-391.4pp | 372.94%-358.8pp |
| Employer contribution / active EE | $4,636 | $4,692-1.2% | $4,013+15.5% | $4,751-2.4% |
| Participant deferral / active EE | $20,326 | $6,938+193.0% | $6,221+226.7% | $6,710+202.9% |
| Admin fee / account holder | $611 | $10,708-94.3% | $9,003-93.2% | $11,403-94.6% |