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 | $145,553 | $209,411-30.5% | $178,490-18.5% | $158,922-8.4% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 22.00% | 188.75%-166.7pp | 151.07%-129.1pp | 302.83%-280.8pp |
| Employer contribution / active EE | $2,007 | $5,706-64.8% | $5,011-59.9% | $4,761-57.8% |
| Participant deferral / active EE | $4,990 | $5,954-16.2% | $5,202-4.1% | $5,982-16.6% |
| Admin fee / account holder | $706 | $17,074-95.9% | $13,984-94.9% | $11,246-93.7% |