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 | $199,534 | $197,591+1.0% | $177,821+12.2% | $158,922+25.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 17.00% | 58.76%-41.8pp | 48.32%-31.3pp | 302.83%-285.8pp |
| Employer contribution / active EE | $3,595 | $6,697-46.3% | $5,918-39.3% | $4,761-24.5% |
| Participant deferral / active EE | $4,794 | $8,405-43.0% | $7,714-37.9% | $5,982-19.9% |
| Admin fee / account holder | $355 | $15,399-97.7% | $12,427-97.1% | $11,246-96.8% |