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 | $183,905 | $198,466-7.3% | $170,442+7.9% | $147,584+24.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 14.71% | 257.29%-242.6pp | 205.93%-191.2pp | 578.55%-563.8pp |
| Employer contribution / active EE | $2,364 | $6,184-61.8% | $5,433-56.5% | $4,876-51.5% |
| Participant deferral / active EE | $4,437 | $5,629-21.2% | $4,939-10.2% | $5,439-18.4% |
| Admin fee / account holder | $858 | $16,852-94.9% | $13,880-93.8% | $10,885-92.1% |