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 | $165,726 | $197,591-16.1% | $177,821-6.8% | $158,922+4.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 19.83% | 58.76%-38.9pp | 48.32%-28.5pp | 302.83%-283.0pp |
| Employer contribution / active EE | $11,515 | $6,697+71.9% | $5,918+94.6% | $4,761+141.9% |
| Participant deferral / active EE | $6,959 | $8,405-17.2% | $7,714-9.8% | $5,982+16.3% |
| Admin fee / account holder | $643 | $15,399-95.8% | $12,427-94.8% | $11,246-94.3% |