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 | $172,482 | $226,064-23.7% | $182,532-5.5% | $152,861+12.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 17.55% | 192.51%-175.0pp | 148.54%-131.0pp | 345.32%-327.8pp |
| Employer contribution / active EE | $1,786 | $4,978-64.1% | $4,076-56.2% | $4,762-62.5% |
| Participant deferral / active EE | $4,379 | $6,368-31.2% | $5,524-20.7% | $5,850-25.2% |
| Admin fee / account holder | $346 | $10,703-96.8% | $8,592-96.0% | $11,596-97.0% |