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 | $143,110 | $175,202-18.3% | $149,673-4.4% | $139,434+2.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 11.28% | 166.71%-155.4pp | 134.42%-123.1pp | 372.94%-361.7pp |
| Employer contribution / active EE | $4,473 | $5,474-18.3% | $4,818-7.2% | $4,751-5.9% |
| Participant deferral / active EE | $7,493 | $6,519+14.9% | $5,680+31.9% | $6,710+11.7% |
| Admin fee / account holder | $43,577 | $16,150+169.8% | $13,210+229.9% | $11,403+282.2% |