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 | $176,782 | $183,592-3.7% | $155,567+13.6% | $145,959+21.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 16.85% | 61.24%-44.4pp | 64.74%-47.9pp | 561.95%-545.1pp |
| Employer contribution / active EE | $3,351 | $5,315-36.9% | $4,674-28.3% | $4,661-28.1% |
| Participant deferral / active EE | $8,637 | $6,464+33.6% | $5,628+53.5% | $6,689+29.1% |
| Admin fee / account holder | $2,141 | $19,318-88.9% | $15,916-86.5% | $13,398-84.0% |