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 | $155,119 | $183,963-15.7% | $162,163-4.3% | $152,861+1.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 15.73% | 150.76%-135.0pp | 115.59%-99.9pp | 345.32%-329.6pp |
| Employer contribution / active EE | $3,172 | $6,371-50.2% | $5,614-43.5% | $4,762-33.4% |
| Participant deferral / active EE | $8,489 | $8,034+5.7% | $7,298+16.3% | $5,850+45.1% |
| Admin fee / account holder | $3,725 | $13,121-71.6% | $10,843-65.6% | $11,596-67.9% |