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 | $164,033 | $209,411-21.7% | $178,490-8.1% | $158,922+3.2% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 12.38% | 188.75%-176.4pp | 151.07%-138.7pp | 302.83%-290.4pp |
| Employer contribution / active EE | $9,093 | $5,706+59.3% | $5,011+81.5% | $4,761+91.0% |
| Participant deferral / active EE | $3,703 | $5,954-37.8% | $5,202-28.8% | $5,982-38.1% |
| Admin fee / account holder | $30,657 | $17,074+79.6% | $13,984+119.2% | $11,246+172.6% |