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 | $159,466 | $209,411-23.9% | $178,490-10.7% | $158,922+0.3% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 6.36% | 188.75%-182.4pp | 151.07%-144.7pp | 302.83%-296.5pp |
| Employer contribution / active EE | $2,136 | $5,706-62.6% | $5,011-57.4% | $4,761-55.1% |
| Participant deferral / active EE | $4,603 | $5,954-22.7% | $5,202-11.5% | $5,982-23.1% |
| Admin fee / account holder | $21,412 | $17,074+25.4% | $13,984+53.1% | $11,246+90.4% |