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 | $136,608 | $175,202-22.0% | $149,673-8.7% | $139,434-2.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 14.48% | 166.71%-152.2pp | 134.42%-119.9pp | 372.94%-358.5pp |
| Employer contribution / active EE | $3,735 | $5,474-31.8% | $4,818-22.5% | $4,751-21.4% |
| Participant deferral / active EE | $17,591 | $6,519+169.9% | $5,680+209.7% | $6,710+162.2% |
| Admin fee / account holder | $6,224 | $16,150-61.5% | $13,210-52.9% | $11,403-45.4% |