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 | $177,742 | $203,436-12.6% | $152,466+16.6% | $167,490+6.1% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.2%+21.8pp | 82.1%+17.9pp |
| Annual return | 12.15% | 13.80%-1.6pp | 757.33%-745.2pp | 478.56%-466.4pp |
| Employer contribution / active EE | $1,909 | $5,220-63.4% | $4,327-55.9% | $4,837-60.5% |
| Participant deferral / active EE | $4,986 | $6,716-25.8% | $5,820-14.3% | $6,341-21.4% |
| Admin fee / account holder | $5,788 | $22,506-74.3% | $15,805-63.4% | $12,309-53.0% |