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 | $145,778 | $217,402-32.9% | $185,823-21.6% | $167,490-13.0% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 26.25% | 148.36%-122.1pp | 122.05%-95.8pp | 478.56%-452.3pp |
| Employer contribution / active EE | $2,887 | $5,873-50.8% | $5,167-44.1% | $4,837-40.3% |
| Participant deferral / active EE | $4,868 | $6,356-23.4% | $5,568-12.6% | $6,341-23.2% |
| Admin fee / account holder | $40,359 | $19,811+103.7% | $16,237+148.6% | $12,309+227.9% |