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 | $178,409 | $176,056+1.3% | $159,436+11.9% | $167,490+6.5% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 17.93% | 331.75%-313.8pp | 263.57%-245.6pp | 478.56%-460.6pp |
| Employer contribution / active EE | $2,895 | $5,297-45.3% | $4,829-40.1% | $4,837-40.2% |
| Participant deferral / active EE | $7,361 | $7,750-5.0% | $7,352+0.1% | $6,341+16.1% |
| Admin fee / account holder | $94,497 | $12,554+652.7% | $10,799+775.1% | $12,309+667.7% |