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 | $188,724 | $210,648-10.4% | $177,989+6.0% | $145,922+29.3% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 15.63% | 385.86%-370.2pp | 294.48%-278.9pp | 561.29%-545.7pp |
| Employer contribution / active EE | $2,025 | $4,565-55.6% | $3,949-48.7% | $4,660-56.5% |
| Participant deferral / active EE | $9,596 | $6,958+37.9% | $6,276+52.9% | $6,688+43.5% |
| Admin fee / account holder | $40,844 | $12,013+240.0% | $10,363+294.1% | $13,397+204.9% |