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 | $136,526 | $217,402-37.2% | $185,823-26.5% | $167,490-18.5% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 16.38% | 148.36%-132.0pp | 122.05%-105.7pp | 478.56%-462.2pp |
| Employer contribution / active EE | $2,293 | $5,873-61.0% | $5,167-55.6% | $4,837-52.6% |
| Participant deferral / active EE | $10,066 | $6,356+58.4% | $5,568+80.8% | $6,341+58.7% |
| Admin fee / account holder | $55,200 | $19,811+178.6% | $16,237+240.0% | $12,309+348.4% |