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 | $139,009 | $209,411-33.6% | $178,490-22.1% | $158,922-12.5% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 21.70% | 188.75%-167.1pp | 151.07%-129.4pp | 302.83%-281.1pp |
| Employer contribution / active EE | $8,098 | $5,706+41.9% | $5,011+61.6% | $4,761+70.1% |
| Participant deferral / active EE | $4,541 | $5,954-23.7% | $5,202-12.7% | $5,982-24.1% |
| Admin fee / account holder | $826 | $17,074-95.2% | $13,984-94.1% | $11,246-92.7% |