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 | $157,470 | $180,449-12.7% | $154,107+2.2% | $135,375+16.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 1.28% | 888.09%-886.8pp | 735.12%-733.8pp | 519.73%-518.5pp |
| Employer contribution / active EE | $5,060 | $6,035-16.2% | $5,298-4.5% | $4,779+5.9% |
| Participant deferral / active EE | $2,168 | $5,806-62.7% | $5,081-57.3% | $5,609-61.3% |
| Admin fee / account holder | $5,450 | $16,143-66.2% | $13,411-59.4% | $10,827-49.7% |