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 | $157,799 | $158,398-0.4% | $126,539+24.7% | $142,382+10.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 14.47% | 593.76%-579.3pp | 425.95%-411.5pp | 217.08%-202.6pp |
| Employer contribution / active EE | $5,866 | $4,650+26.2% | $3,674+59.7% | $4,299+36.5% |
| Participant deferral / active EE | $4,293 | $4,767-9.9% | $4,083+5.1% | $6,507-34.0% |
| Admin fee / account holder | $10,787 | $6,918+55.9% | $6,065+77.9% | $12,624-14.5% |