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 | $161,755 | $159,602+1.3% | $150,045+7.8% | $142,382+13.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 16.42% | 70.24%-53.8pp | 62.55%-46.1pp | 217.08%-200.7pp |
| Employer contribution / active EE | $3,474 | $4,961-30.0% | $4,693-26.0% | $4,299-19.2% |
| Participant deferral / active EE | $7,620 | $8,310-8.3% | $7,997-4.7% | $6,507+17.1% |
| Admin fee / account holder | $67,394 | $14,846+353.9% | $13,435+401.6% | $12,624+433.9% |