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 | $161,218 | $198,466-18.8% | $170,442-5.4% | $147,584+9.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 10.00% | 257.29%-247.3pp | 205.93%-195.9pp | 578.55%-568.5pp |
| Employer contribution / active EE | $2,637 | $6,184-57.4% | $5,433-51.5% | $4,876-45.9% |
| Participant deferral / active EE | $5,371 | $5,629-4.6% | $4,939+8.7% | $5,439-1.2% |
| Admin fee / account holder | $23,857 | $16,852+41.6% | $13,880+71.9% | $10,885+119.2% |