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 | $169,463 | $209,411-19.1% | $178,490-5.1% | $158,922+6.6% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 14.97% | 188.75%-173.8pp | 151.07%-136.1pp | 302.83%-287.9pp |
| Employer contribution / active EE | $2,426 | $5,706-57.5% | $5,011-51.6% | $4,761-49.1% |
| Participant deferral / active EE | $6,214 | $5,954+4.4% | $5,202+19.5% | $5,982+3.9% |
| Admin fee / account holder | $2,019 | $17,074-88.2% | $13,984-85.6% | $11,246-82.0% |