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 | $178,174-5.1% | $156,181+8.2% | $137,256+23.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 16.23% | 84.19%-68.0pp | 64.87%-48.6pp | 220.34%-204.1pp |
| Employer contribution / active EE | $3,952 | $4,972-20.5% | $4,294-8.0% | $4,156-4.9% |
| Participant deferral / active EE | $7,840 | $6,888+13.8% | $6,132+27.9% | $6,407+22.4% |
| Admin fee / account holder | $41,039 | $17,404+135.8% | $14,586+181.4% | $12,270+234.5% |