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 | $182,618 | $198,466-8.0% | $170,442+7.1% | $147,584+23.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 13.16% | 257.29%-244.1pp | 205.93%-192.8pp | 578.55%-565.4pp |
| Employer contribution / active EE | $4,057 | $6,184-34.4% | $5,433-25.3% | $4,876-16.8% |
| Participant deferral / active EE | $4,143 | $5,629-26.4% | $4,939-16.1% | $5,439-23.8% |
| Admin fee / account holder | $2,065 | $16,852-87.7% | $13,880-85.1% | $10,885-81.0% |