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 | $146,329 | $183,963-20.5% | $162,163-9.8% | $152,861-4.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 21.63% | 150.76%-129.1pp | 115.59%-94.0pp | 345.32%-323.7pp |
| Employer contribution / active EE | $1,608 | $6,371-74.8% | $5,614-71.4% | $4,762-66.2% |
| Participant deferral / active EE | $3,321 | $8,034-58.7% | $7,298-54.5% | $5,850-43.2% |
| Admin fee / account holder | $598 | $13,121-95.4% | $10,843-94.5% | $11,596-94.8% |