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 | $130,652 | $217,402-39.9% | $185,823-29.7% | $167,490-22.0% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 14.17% | 148.36%-134.2pp | 122.05%-107.9pp | 478.56%-464.4pp |
| Employer contribution / active EE | $3,961 | $5,873-32.6% | $5,167-23.3% | $4,837-18.1% |
| Participant deferral / active EE | $5,349 | $6,356-15.9% | $5,568-3.9% | $6,341-15.7% |
| Admin fee / account holder | $754 | $19,811-96.2% | $16,237-95.4% | $12,309-93.9% |