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 | $162,732 | $209,411-22.3% | $178,490-8.8% | $158,922+2.4% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 13.85% | 188.75%-174.9pp | 151.07%-137.2pp | 302.83%-289.0pp |
| Employer contribution / active EE | $6,470 | $5,706+13.4% | $5,011+29.1% | $4,761+35.9% |
| Participant deferral / active EE | $4,339 | $5,954-27.1% | $5,202-16.6% | $5,982-27.5% |
| Admin fee / account holder | $14,397 | $17,074-15.7% | $13,984+3.0% | $11,246+28.0% |