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 | $166,038 | $201,272-17.5% | $184,203-9.9% | $145,922+13.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 285.12% | 29.00%+256.1pp | 28.81%+256.3pp | 561.29%-276.2pp |
| Employer contribution / active EE | $5,060 | $7,022-27.9% | $6,427-21.3% | $4,660+8.6% |
| Participant deferral / active EE | $11,275 | $9,806+15.0% | $9,131+23.5% | $6,688+68.6% |
| Admin fee / account holder | $57,492 | $16,364+251.3% | $13,901+313.6% | $13,397+329.1% |