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 | $127,281 | $209,411-39.2% | $178,490-28.7% | $158,922-19.9% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 15.51% | 188.75%-173.2pp | 151.07%-135.6pp | 302.83%-287.3pp |
| Employer contribution / active EE | $4,570 | $5,706-19.9% | $5,011-8.8% | $4,761-4.0% |
| Participant deferral / active EE | $10,060 | $5,954+69.0% | $5,202+93.4% | $5,982+68.2% |
| Admin fee / account holder | $805 | $17,074-95.3% | $13,984-94.2% | $11,246-92.8% |