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 | $169,065 | $179,726-5.9% | $156,263+8.2% | $142,382+18.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 16.23% | 77.86%-61.6pp | 59.47%-43.2pp | 217.08%-200.8pp |
| Employer contribution / active EE | $3,952 | $5,069-22.0% | $4,333-8.8% | $4,299-8.1% |
| Participant deferral / active EE | $7,840 | $6,956+12.7% | $6,158+27.3% | $6,507+20.5% |
| Admin fee / account holder | $41,039 | $17,272+137.6% | $14,255+187.9% | $12,624+225.1% |