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 | $178,120 | $217,402-18.1% | $185,823-4.1% | $167,490+6.3% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 11.96% | 148.36%-136.4pp | 122.05%-110.1pp | 478.56%-466.6pp |
| Employer contribution / active EE | $4,786 | $5,873-18.5% | $5,167-7.4% | $4,837-1.1% |
| Participant deferral / active EE | $6,033 | $6,356-5.1% | $5,568+8.4% | $6,341-4.9% |
| Admin fee / account holder | $9,503 | $19,811-52.0% | $16,237-41.5% | $12,309-22.8% |