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 | $179,279 | $201,272-10.9% | $184,203-2.7% | $145,922+22.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 84.79% | 29.00%+55.8pp | 28.81%+56.0pp | 561.29%-476.5pp |
| Employer contribution / active EE | $3,177 | $7,022-54.8% | $6,427-50.6% | $4,660-31.8% |
| Participant deferral / active EE | $4,179 | $9,806-57.4% | $9,131-54.2% | $6,688-37.5% |
| Admin fee / account holder | $12,824 | $16,364-21.6% | $13,901-7.7% | $13,397-4.3% |