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 | $168,937 | $209,832-19.5% | $189,513-10.9% | $167,490+0.9% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 15.90% | 748.27%-732.4pp | 555.15%-539.3pp | 478.56%-462.7pp |
| Employer contribution / active EE | $2,978 | $6,914-56.9% | $6,162-51.7% | $4,837-38.4% |
| Participant deferral / active EE | $5,773 | $8,935-35.4% | $8,221-29.8% | $6,341-9.0% |
| Admin fee / account holder | $14,127 | $14,293-1.2% | $12,045+17.3% | $12,309+14.8% |