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 | $136,447 | $180,449-24.4% | $154,107-11.5% | $135,375+0.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 7.37% | 888.09%-880.7pp | 735.12%-727.8pp | 519.73%-512.4pp |
| Employer contribution / active EE | $6,002 | $6,035-0.6% | $5,298+13.3% | $4,779+25.6% |
| Participant deferral / active EE | $3,615 | $5,806-37.7% | $5,081-28.9% | $5,609-35.6% |
| Admin fee / account holder | $1,236 | $16,143-92.3% | $13,411-90.8% | $10,827-88.6% |