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 | $175,346 | $197,591-11.3% | $177,821-1.4% | $158,922+10.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 9.95% | 58.76%-48.8pp | 48.32%-38.4pp | 302.83%-292.9pp |
| Employer contribution / active EE | $3,697 | $6,697-44.8% | $5,918-37.5% | $4,761-22.4% |
| Participant deferral / active EE | $10,400 | $8,405+23.7% | $7,714+34.8% | $5,982+73.8% |
| Admin fee / account holder | $32,487 | $15,399+111.0% | $12,427+161.4% | $11,246+188.9% |