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 | $169,314 | $176,056-3.8% | $159,436+6.2% | $167,490+1.1% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 10.50% | 331.75%-321.2pp | 263.57%-253.1pp | 478.56%-468.1pp |
| Employer contribution / active EE | $2,947 | $5,297-44.4% | $4,829-39.0% | $4,837-39.1% |
| Participant deferral / active EE | $4,235 | $7,750-45.4% | $7,352-42.4% | $6,341-33.2% |
| Admin fee / account holder | $838 | $12,554-93.3% | $10,799-92.2% | $12,309-93.2% |