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 | $168,640 | $217,402-22.4% | $185,823-9.2% | $167,490+0.7% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 16.79% | 148.36%-131.6pp | 122.05%-105.3pp | 478.56%-461.8pp |
| Employer contribution / active EE | $10,349 | $5,873+76.2% | $5,167+100.3% | $4,837+113.9% |
| Participant deferral / active EE | $6,783 | $6,356+6.7% | $5,568+21.8% | $6,341+7.0% |
| Admin fee / account holder | $2,280 | $19,811-88.5% | $16,237-86.0% | $12,309-81.5% |