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 | $159,485 | $209,411-23.8% | $178,490-10.6% | $158,922+0.4% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 17.35% | 188.75%-171.4pp | 151.07%-133.7pp | 302.83%-285.5pp |
| Employer contribution / active EE | $9,573 | $5,706+67.8% | $5,011+91.1% | $4,761+101.1% |
| Participant deferral / active EE | $6,404 | $5,954+7.5% | $5,202+23.1% | $5,982+7.0% |
| Admin fee / account holder | $2,758 | $17,074-83.8% | $13,984-80.3% | $11,246-75.5% |