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 | $164,951 | $197,591-16.5% | $177,821-7.2% | $158,922+3.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 17.23% | 58.76%-41.5pp | 48.32%-31.1pp | 302.83%-285.6pp |
| Employer contribution / active EE | $6,647 | $6,697-0.7% | $5,918+12.3% | $4,761+39.6% |
| Participant deferral / active EE | $13,399 | $8,405+59.4% | $7,714+73.7% | $5,982+124.0% |
| Admin fee / account holder | $7,714 | $15,399-49.9% | $12,427-37.9% | $11,246-31.4% |