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 | $153,514 | $209,411-26.7% | $178,490-14.0% | $158,922-3.4% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 9.34% | 188.75%-179.4pp | 151.07%-141.7pp | 302.83%-293.5pp |
| Employer contribution / active EE | $1,908 | $5,706-66.6% | $5,011-61.9% | $4,761-59.9% |
| Participant deferral / active EE | $5,479 | $5,954-8.0% | $5,202+5.3% | $5,982-8.4% |
| Admin fee / account holder | $935 | $17,074-94.5% | $13,984-93.3% | $11,246-91.7% |