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 4-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 | $167,216 | $210,698-20.6% | $178,014-6.1% | $145,959+14.6% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 19.71% | 386.27%-366.6pp | 294.80%-275.1pp | 561.95%-542.2pp |
| Employer contribution / active EE | $4,576 | $4,567+0.2% | $3,950+15.8% | $4,661-1.8% |
| Participant deferral / active EE | $11,124 | $6,958+59.9% | $6,276+77.2% | $6,689+66.3% |
| Admin fee / account holder | $5,878 | $12,016-51.1% | $10,362-43.3% | $13,398-56.1% |