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 | $167,968 | $209,411-19.8% | $178,490-5.9% | $158,922+5.7% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 13.52% | 188.75%-175.2pp | 151.07%-137.5pp | 302.83%-289.3pp |
| Employer contribution / active EE | $7,891 | $5,706+38.3% | $5,011+57.5% | $4,761+65.7% |
| Participant deferral / active EE | $4,422 | $5,954-25.7% | $5,202-15.0% | $5,982-26.1% |
| Admin fee / account holder | $3,471 | $17,074-79.7% | $13,984-75.2% | $11,246-69.1% |