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 | $169,018 | $209,411-19.3% | $178,490-5.3% | $158,922+6.4% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 18.30% | 188.75%-170.5pp | 151.07%-132.8pp | 302.83%-284.5pp |
| Employer contribution / active EE | $2,644 | $5,706-53.7% | $5,011-47.2% | $4,761-44.5% |
| Participant deferral / active EE | $6,708 | $5,954+12.7% | $5,202+29.0% | $5,982+12.1% |
| Admin fee / account holder | $1,613 | $17,074-90.6% | $13,984-88.5% | $11,246-85.7% |