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 | $165,535 | $209,411-21.0% | $178,490-7.3% | $158,922+4.2% |
| Participation rate | 85.7% | 86.3%-0.6pp | 81.9%+3.8pp | 82.0%+3.8pp |
| Annual return | 7.15% | 188.75%-181.6pp | 151.07%-143.9pp | 302.83%-295.7pp |
| Employer contribution / active EE | $14,307 | $5,706+150.7% | $5,011+185.5% | $4,761+200.5% |
| Participant deferral / active EE | $11,277 | $5,954+89.4% | $5,202+116.8% | $5,982+88.5% |
| Admin fee / account holder | $16,848 | $17,074-1.3% | $13,984+20.5% | $11,246+49.8% |