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 | $25,896 | $175,202-85.2% | $149,673-82.7% | $139,434-81.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 11.64% | 166.71%-155.1pp | 134.42%-122.8pp | 372.94%-361.3pp |
| Employer contribution / active EE | $5,442 | $5,474-0.6% | $4,818+13.0% | $4,751+14.5% |
| Participant deferral / active EE | $5,320 | $6,519-18.4% | $5,680-6.3% | $6,710-20.7% |
| Admin fee / account holder | $170,891 | $16,150+958.1% | $13,210+1193.7% | $11,403+1398.7% |