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 | $176,458 | $159,934+10.3% | $147,005+20.0% | $145,959+20.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.65% | 98.24%-87.6pp | 418.76%-408.1pp | 561.95%-551.3pp |
| Employer contribution / active EE | $3,208 | $5,287-39.3% | $4,934-35.0% | $4,661-31.2% |
| Participant deferral / active EE | $16,820 | $8,427+99.6% | $8,070+108.4% | $6,689+151.5% |
| Admin fee / account holder | $10,660 | $15,053-29.2% | $13,006-18.0% | $13,398-20.4% |