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 | $133,031 | $217,402-38.8% | $185,823-28.4% | $167,490-20.6% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 15.61% | 148.36%-132.8pp | 122.05%-106.4pp | 478.56%-463.0pp |
| Employer contribution / active EE | $2,040 | $5,873-65.3% | $5,167-60.5% | $4,837-57.8% |
| Participant deferral / active EE | $8,110 | $6,356+27.6% | $5,568+45.7% | $6,341+27.9% |
| Admin fee / account holder | $551 | $19,811-97.2% | $16,237-96.6% | $12,309-95.5% |