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 | $173,635 | $176,056-1.4% | $159,436+8.9% | $167,490+3.7% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 15.19% | 331.75%-316.6pp | 263.57%-248.4pp | 478.56%-463.4pp |
| Employer contribution / active EE | $6,543 | $5,297+23.5% | $4,829+35.5% | $4,837+35.3% |
| Participant deferral / active EE | $5,728 | $7,750-26.1% | $7,352-22.1% | $6,341-9.7% |
| Admin fee / account holder | $1,308 | $12,554-89.6% | $10,799-87.9% | $12,309-89.4% |