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 | $170,479 | $176,056-3.2% | $159,436+6.9% | $167,490+1.8% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 11.79% | 331.75%-320.0pp | 263.57%-251.8pp | 478.56%-466.8pp |
| Employer contribution / active EE | $3,710 | $5,297-30.0% | $4,829-23.2% | $4,837-23.3% |
| Participant deferral / active EE | $6,434 | $7,750-17.0% | $7,352-12.5% | $6,341+1.5% |
| Admin fee / account holder | $38,923 | $12,554+210.0% | $10,799+260.4% | $12,309+216.2% |