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 | $169,534 | $183,963-7.8% | $162,163+4.5% | $152,861+10.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 18.98% | 150.76%-131.8pp | 115.59%-96.6pp | 345.32%-326.3pp |
| Employer contribution / active EE | $4,583 | $6,371-28.1% | $5,614-18.4% | $4,762-3.8% |
| Participant deferral / active EE | $4,159 | $8,034-48.2% | $7,298-43.0% | $5,850-28.9% |
| Admin fee / account holder | $30,844 | $13,121+135.1% | $10,843+184.5% | $11,596+166.0% |