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 | $147,486 | $176,056-16.2% | $159,436-7.5% | $167,490-11.9% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 15.41% | 331.75%-316.3pp | 263.57%-248.2pp | 478.56%-463.2pp |
| Employer contribution / active EE | $3,769 | $5,297-28.8% | $4,829-22.0% | $4,837-22.1% |
| Participant deferral / active EE | $9,583 | $7,750+23.7% | $7,352+30.3% | $6,341+51.1% |
| Admin fee / account holder | $1,115 | $12,554-91.1% | $10,799-89.7% | $12,309-90.9% |