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 | $187,351 | $176,812+6.0% | $146,665+27.7% | $167,490+11.9% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 10.99% | 24.03%-13.0pp | 22.74%-11.8pp | 478.56%-467.6pp |
| Employer contribution / active EE | $16,120 | $5,160+212.4% | $4,136+289.7% | $4,837+233.2% |
| Participant deferral / active EE | $4,372 | $6,440-32.1% | $5,506-20.6% | $6,341-31.1% |
| Admin fee / account holder | $89,468 | $13,259+574.8% | $10,280+770.3% | $12,309+626.9% |