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 | $156,883 | $175,202-10.5% | $149,673+4.8% | $139,434+12.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 15.24% | 166.71%-151.5pp | 134.42%-119.2pp | 372.94%-357.7pp |
| Employer contribution / active EE | $3,278 | $5,474-40.1% | $4,818-32.0% | $4,751-31.0% |
| Participant deferral / active EE | $7,935 | $6,519+21.7% | $5,680+39.7% | $6,710+18.3% |
| Admin fee / account holder | $15,407 | $16,150-4.6% | $13,210+16.6% | $11,403+35.1% |