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 | $169,269 | $226,064-25.1% | $182,532-7.3% | $152,861+10.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 24.12% | 192.51%-168.4pp | 148.54%-124.4pp | 345.32%-321.2pp |
| Employer contribution / active EE | $4,140 | $4,978-16.8% | $4,076+1.6% | $4,762-13.1% |
| Participant deferral / active EE | $12,752 | $6,368+100.3% | $5,524+130.8% | $5,850+118.0% |
| Admin fee / account holder | $2,087 | $10,703-80.5% | $8,592-75.7% | $11,596-82.0% |