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 | $153,165 | $198,466-22.8% | $170,442-10.1% | $147,584+3.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 12.98% | 257.29%-244.3pp | 205.93%-193.0pp | 578.55%-565.6pp |
| Employer contribution / active EE | $1,595 | $6,184-74.2% | $5,433-70.6% | $4,876-67.3% |
| Participant deferral / active EE | $4,171 | $5,629-25.9% | $4,939-15.5% | $5,439-23.3% |
| Admin fee / account holder | $883 | $16,852-94.8% | $13,880-93.6% | $10,885-91.9% |