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 | $133,241 | $198,466-32.9% | $170,442-21.8% | $147,584-9.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 20.20% | 257.29%-237.1pp | 205.93%-185.7pp | 578.55%-558.3pp |
| Employer contribution / active EE | $9,082 | $6,184+46.9% | $5,433+67.2% | $4,876+86.2% |
| Participant deferral / active EE | $12,000 | $5,629+113.2% | $4,939+142.9% | $5,439+120.6% |
| Admin fee / account holder | $4,585 | $16,852-72.8% | $13,880-67.0% | $10,885-57.9% |