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 | $160,096 | $183,519-12.8% | $155,509+2.9% | $145,922+9.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.32% | 61.17%-46.9pp | 64.67%-50.4pp | 561.29%-547.0pp |
| Employer contribution / active EE | $3,523 | $5,313-33.7% | $4,672-24.6% | $4,660-24.4% |
| Participant deferral / active EE | $8,852 | $6,462+37.0% | $5,626+57.3% | $6,688+32.4% |
| Admin fee / account holder | $5,629 | $19,313-70.9% | $15,912-64.6% | $13,397-58.0% |