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 | $159,285 | $176,056-9.5% | $159,436-0.1% | $167,490-4.9% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 14.10% | 331.75%-317.6pp | 263.57%-249.5pp | 478.56%-464.5pp |
| Employer contribution / active EE | $2,881 | $5,297-45.6% | $4,829-40.3% | $4,837-40.4% |
| Participant deferral / active EE | $5,060 | $7,750-34.7% | $7,352-31.2% | $6,341-20.2% |
| Admin fee / account holder | $1,314 | $12,554-89.5% | $10,799-87.8% | $12,309-89.3% |