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 | $184,286 | $217,402-15.2% | $185,823-0.8% | $167,490+10.0% |
| Participation rate | 90.9% | 86.0%+4.9pp | 81.7%+9.2pp | 82.1%+8.8pp |
| Annual return | 10.09% | 148.36%-138.3pp | 122.05%-112.0pp | 478.56%-468.5pp |
| Employer contribution / active EE | $6,924 | $5,873+17.9% | $5,167+34.0% | $4,837+43.1% |
| Participant deferral / active EE | $9,380 | $6,356+47.6% | $5,568+68.5% | $6,341+47.9% |
| Admin fee / account holder | $121,712 | $19,811+514.4% | $16,237+649.6% | $12,309+888.8% |