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 | $185,648 | $228,332-18.7% | $185,823-0.1% | $158,922+16.8% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 10.48% | 40.80%-30.3pp | 35.95%-25.5pp | 302.83%-292.3pp |
| Employer contribution / active EE | $2,751 | $4,967-44.6% | $4,087-32.7% | $4,761-42.2% |
| Participant deferral / active EE | $10,627 | $6,415+65.7% | $5,632+88.7% | $5,982+77.6% |
| Admin fee / account holder | $73,552 | $11,864+520.0% | $9,500+674.2% | $11,246+554.0% |