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 | $174,435 | $198,466-12.1% | $170,442+2.3% | $147,584+18.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 14.78% | 257.29%-242.5pp | 205.93%-191.2pp | 578.55%-563.8pp |
| Employer contribution / active EE | $4,907 | $6,184-20.6% | $5,433-9.7% | $4,876+0.6% |
| Participant deferral / active EE | $5,665 | $5,629+0.6% | $4,939+14.7% | $5,439+4.2% |
| Admin fee / account holder | $6,266 | $16,852-62.8% | $13,880-54.9% | $10,885-42.4% |