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 | $173,715 | $176,812-1.8% | $146,665+18.4% | $167,490+3.7% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 12.32% | 24.03%-11.7pp | 22.74%-10.4pp | 478.56%-466.2pp |
| Employer contribution / active EE | $1,249 | $5,160-75.8% | $4,136-69.8% | $4,837-74.2% |
| Participant deferral / active EE | $7,380 | $6,440+14.6% | $5,506+34.0% | $6,341+16.4% |
| Admin fee / account holder | $63,181 | $13,259+376.5% | $10,280+514.6% | $12,309+413.3% |