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 | $174,643 | $183,963-5.1% | $162,163+7.7% | $152,861+14.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 16.19% | 150.76%-134.6pp | 115.59%-99.4pp | 345.32%-329.1pp |
| Employer contribution / active EE | $7,193 | $6,371+12.9% | $5,614+28.1% | $4,762+51.0% |
| Participant deferral / active EE | $4,789 | $8,034-40.4% | $7,298-34.4% | $5,850-18.1% |
| Admin fee / account holder | $3,591 | $13,121-72.6% | $10,843-66.9% | $11,596-69.0% |