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 | $164,417 | $172,478-4.7% | $145,661+12.9% | $142,382+15.5% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.2%+22.8pp | 80.1%+19.9pp |
| Annual return | 14.65% | 151.09%-136.4pp | 101.46%-86.8pp | 217.08%-202.4pp |
| Employer contribution / active EE | $1,962 | $4,899-59.9% | $4,238-53.7% | $4,299-54.4% |
| Participant deferral / active EE | $5,691 | $8,348-31.8% | $7,198-20.9% | $6,507-12.6% |
| Admin fee / account holder | $884 | $16,864-94.8% | $12,466-92.9% | $12,624-93.0% |