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 | $153,723 | $217,402-29.3% | $185,823-17.3% | $167,490-8.2% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 10.16% | 148.36%-138.2pp | 122.05%-111.9pp | 478.56%-468.4pp |
| Employer contribution / active EE | $2,549 | $5,873-56.6% | $5,167-50.7% | $4,837-47.3% |
| Participant deferral / active EE | $4,094 | $6,356-35.6% | $5,568-26.5% | $6,341-35.4% |
| Admin fee / account holder | $1,647 | $19,811-91.7% | $16,237-89.9% | $12,309-86.6% |