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 | $157,495 | $226,064-30.3% | $182,532-13.7% | $152,861+3.0% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 27.32% | 192.51%-165.2pp | 148.54%-121.2pp | 345.32%-318.0pp |
| Employer contribution / active EE | $7,534 | $4,978+51.3% | $4,076+84.8% | $4,762+58.2% |
| Participant deferral / active EE | $6,034 | $6,368-5.2% | $5,524+9.2% | $5,850+3.1% |
| Admin fee / account holder | $766 | $10,703-92.8% | $8,592-91.1% | $11,596-93.4% |