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 | $130,574 | $209,411-37.6% | $178,490-26.8% | $158,922-17.8% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 11.72% | 188.75%-177.0pp | 151.07%-139.4pp | 302.83%-291.1pp |
| Employer contribution / active EE | $2,721 | $5,706-52.3% | $5,011-45.7% | $4,761-42.9% |
| Participant deferral / active EE | $5,238 | $5,954-12.0% | $5,202+0.7% | $5,982-12.4% |
| Admin fee / account holder | $3,961 | $17,074-76.8% | $13,984-71.7% | $11,246-64.8% |