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 | $165,751 | $159,901+3.7% | $146,958+12.8% | $145,922+13.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.81% | 98.13%-84.3pp | 418.34%-404.5pp | 561.29%-547.5pp |
| Employer contribution / active EE | $2,575 | $5,286-51.3% | $4,933-47.8% | $4,660-44.7% |
| Participant deferral / active EE | $5,624 | $8,428-33.3% | $8,070-30.3% | $6,688-15.9% |
| Admin fee / account holder | $5,979 | $15,044-60.3% | $12,998-54.0% | $13,397-55.4% |