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 | $161,374 | $198,466-18.7% | $170,442-5.3% | $147,584+9.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 11.84% | 257.29%-245.5pp | 205.93%-194.1pp | 578.55%-566.7pp |
| Employer contribution / active EE | $2,215 | $6,184-64.2% | $5,433-59.2% | $4,876-54.6% |
| Participant deferral / active EE | $6,026 | $5,629+7.0% | $4,939+22.0% | $5,439+10.8% |
| Admin fee / account holder | $45,167 | $16,852+168.0% | $13,880+225.4% | $10,885+314.9% |