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 | $152,462 | $198,466-23.2% | $170,442-10.5% | $147,584+3.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 9.82% | 257.29%-247.5pp | 205.93%-196.1pp | 578.55%-568.7pp |
| Employer contribution / active EE | $2,501 | $6,184-59.5% | $5,433-54.0% | $4,876-48.7% |
| Participant deferral / active EE | $4,286 | $5,629-23.9% | $4,939-13.2% | $5,439-21.2% |
| Admin fee / account holder | $70,588 | $16,852+318.9% | $13,880+408.5% | $10,885+548.5% |