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 | $162,896 | $176,056-7.5% | $159,436+2.2% | $167,490-2.7% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 13.46% | 331.75%-318.3pp | 263.57%-250.1pp | 478.56%-465.1pp |
| Employer contribution / active EE | $2,325 | $5,297-56.1% | $4,829-51.8% | $4,837-51.9% |
| Participant deferral / active EE | $4,158 | $7,750-46.4% | $7,352-43.5% | $6,341-34.4% |
| Admin fee / account holder | $11,045 | $12,554-12.0% | $10,799+2.3% | $12,309-10.3% |