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 | $150,148 | $210,648-28.7% | $177,989-15.6% | $145,922+2.9% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 12.45% | 385.86%-373.4pp | 294.48%-282.0pp | 561.29%-548.8pp |
| Employer contribution / active EE | $3,570 | $4,565-21.8% | $3,949-9.6% | $4,660-23.4% |
| Participant deferral / active EE | $9,381 | $6,958+34.8% | $6,276+49.5% | $6,688+40.3% |
| Admin fee / account holder | $1,080 | $12,013-91.0% | $10,363-89.6% | $13,397-91.9% |