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 | $158,600 | $175,202-9.5% | $149,673+6.0% | $139,434+13.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 10.86% | 166.71%-155.8pp | 134.42%-123.6pp | 372.94%-362.1pp |
| Employer contribution / active EE | $2,553 | $5,474-53.4% | $4,818-47.0% | $4,751-46.3% |
| Participant deferral / active EE | $4,242 | $6,519-34.9% | $5,680-25.3% | $6,710-36.8% |
| Admin fee / account holder | $124,031 | $16,150+668.0% | $13,210+838.9% | $11,403+987.8% |