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 | $156,164 | $198,466-21.3% | $170,442-8.4% | $147,584+5.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 16.93% | 257.29%-240.4pp | 205.93%-189.0pp | 578.55%-561.6pp |
| Employer contribution / active EE | $4,321 | $6,184-30.1% | $5,433-20.5% | $4,876-11.4% |
| Participant deferral / active EE | $2,972 | $5,629-47.2% | $4,939-39.8% | $5,439-45.4% |
| Admin fee / account holder | $1,291 | $16,852-92.3% | $13,880-90.7% | $10,885-88.1% |