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 | $151,643 | $201,272-24.7% | $184,203-17.7% | $145,922+3.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 15.95% | 29.00%-13.1pp | 28.81%-12.9pp | 561.29%-545.3pp |
| Employer contribution / active EE | $6,354 | $7,022-9.5% | $6,427-1.1% | $4,660+36.4% |
| Participant deferral / active EE | $13,213 | $9,806+34.7% | $9,131+44.7% | $6,688+97.6% |
| Admin fee / account holder | $46,873 | $16,364+186.4% | $13,901+237.2% | $13,397+249.9% |