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 | $167,899 | $172,111-2.4% | $150,298+11.7% | $137,256+22.3% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 15.71% | 69.37%-53.7pp | 62.79%-47.1pp | 220.34%-204.6pp |
| Employer contribution / active EE | $1,512 | $4,636-67.4% | $4,154-63.6% | $4,156-63.6% |
| Participant deferral / active EE | $5,419 | $6,166-12.1% | $5,453-0.6% | $6,407-15.4% |
| Admin fee / account holder | $7,758 | $16,471-52.9% | $14,116-45.0% | $12,270-36.8% |