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 | $201,259-10.9% | $184,200-2.7% | $145,959+22.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 84.79% | 28.98%+55.8pp | 28.80%+56.0pp | 561.95%-477.2pp |
| Employer contribution / active EE | $3,177 | $7,018-54.7% | $6,424-50.5% | $4,661-31.8% |
| Participant deferral / active EE | $4,179 | $9,806-57.4% | $9,132-54.2% | $6,689-37.5% |
| Admin fee / account holder | $12,824 | $16,372-21.7% | $13,907-7.8% | $13,398-4.3% |