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 | $146,709 | $165,984-11.6% | $164,813-11.0% | $145,922+0.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 9.01% | 100.03%-91.0pp | 69.93%-60.9pp | 561.29%-552.3pp |
| Employer contribution / active EE | $5,443 | $5,273+3.2% | $4,341+25.4% | $4,660+16.8% |
| Participant deferral / active EE | $6,155 | $6,959-11.6% | $6,031+2.0% | $6,688-8.0% |
| Admin fee / account holder | $48,510 | $16,648+191.4% | $12,690+282.3% | $13,397+262.1% |