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 | $171,558 | $209,411-18.1% | $178,490-3.9% | $158,922+8.0% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 22.89% | 188.75%-165.9pp | 151.07%-128.2pp | 302.83%-279.9pp |
| Employer contribution / active EE | $2,938 | $5,706-48.5% | $5,011-41.4% | $4,761-38.3% |
| Participant deferral / active EE | $9,847 | $5,954+65.4% | $5,202+89.3% | $5,982+64.6% |
| Admin fee / account holder | $840 | $17,074-95.1% | $13,984-94.0% | $11,246-92.5% |