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 | $143,891 | $175,202-17.9% | $149,673-3.9% | $139,434+3.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 16.45% | 166.71%-150.3pp | 134.42%-118.0pp | 372.94%-356.5pp |
| Employer contribution / active EE | $5,622 | $5,474+2.7% | $4,818+16.7% | $4,751+18.3% |
| Participant deferral / active EE | $6,162 | $6,519-5.5% | $5,680+8.5% | $6,710-8.2% |
| Admin fee / account holder | $1,172 | $16,150-92.7% | $13,210-91.1% | $11,403-89.7% |