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 | $159,934+3.6% | $147,005+12.8% | $145,959+13.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.81% | 98.24%-84.4pp | 418.76%-405.0pp | 561.95%-548.1pp |
| Employer contribution / active EE | $2,575 | $5,287-51.3% | $4,934-47.8% | $4,661-44.8% |
| Participant deferral / active EE | $5,624 | $8,427-33.3% | $8,070-30.3% | $6,689-15.9% |
| Admin fee / account holder | $5,979 | $15,053-60.3% | $13,006-54.0% | $13,398-55.4% |