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 | $172,284 | $217,402-20.8% | $185,823-7.3% | $167,490+2.9% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 15.54% | 148.36%-132.8pp | 122.05%-106.5pp | 478.56%-463.0pp |
| Employer contribution / active EE | $3,202 | $5,873-45.5% | $5,167-38.0% | $4,837-33.8% |
| Participant deferral / active EE | $8,667 | $6,356+36.3% | $5,568+55.7% | $6,341+36.7% |
| Admin fee / account holder | $772 | $19,811-96.1% | $16,237-95.2% | $12,309-93.7% |