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 | $163,879 | $175,202-6.5% | $149,673+9.5% | $139,434+17.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 14.81% | 166.71%-151.9pp | 134.42%-119.6pp | 372.94%-358.1pp |
| Employer contribution / active EE | $1,446 | $5,474-73.6% | $4,818-70.0% | $4,751-69.6% |
| Participant deferral / active EE | $7,733 | $6,519+18.6% | $5,680+36.2% | $6,710+15.2% |
| Admin fee / account holder | $73,537 | $16,150+355.3% | $13,210+456.7% | $11,403+544.9% |