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 | $161,972 | $165,335-2.0% | $149,696+8.2% | $158,922+1.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 9.37% | 348.15%-338.8pp | 276.60%-267.2pp | 302.83%-293.5pp |
| Employer contribution / active EE | $1,356 | $5,103-73.4% | $4,644-70.8% | $4,761-71.5% |
| Participant deferral / active EE | $6,500 | $7,181-9.5% | $6,842-5.0% | $5,982+8.7% |
| Admin fee / account holder | $21,419 | $10,807+98.2% | $9,309+130.1% | $11,246+90.5% |