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 | $163,268 | $198,466-17.7% | $170,442-4.2% | $147,584+10.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 15.61% | 257.29%-241.7pp | 205.93%-190.3pp | 578.55%-562.9pp |
| Employer contribution / active EE | $3,322 | $6,184-46.3% | $5,433-38.8% | $4,876-31.9% |
| Participant deferral / active EE | $7,556 | $5,629+34.2% | $4,939+53.0% | $5,439+38.9% |
| Admin fee / account holder | $3,818 | $16,852-77.3% | $13,880-72.5% | $10,885-64.9% |