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 | $155,513 | $226,064-31.2% | $182,532-14.8% | $152,861+1.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 23.06% | 192.51%-169.4pp | 148.54%-125.5pp | 345.32%-322.3pp |
| Employer contribution / active EE | $1,943 | $4,978-61.0% | $4,076-52.3% | $4,762-59.2% |
| Participant deferral / active EE | $3,701 | $6,368-41.9% | $5,524-33.0% | $5,850-36.7% |
| Admin fee / account holder | $1,125 | $10,703-89.5% | $8,592-86.9% | $11,596-90.3% |