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 | $162,557 | $198,466-18.1% | $170,442-4.6% | $147,584+10.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 19.03% | 257.29%-238.3pp | 205.93%-186.9pp | 578.55%-559.5pp |
| Employer contribution / active EE | $2,162 | $6,184-65.0% | $5,433-60.2% | $4,876-55.7% |
| Participant deferral / active EE | $6,281 | $5,629+11.6% | $4,939+27.2% | $5,439+15.5% |
| Admin fee / account holder | $24,735 | $16,852+46.8% | $13,880+78.2% | $10,885+127.2% |