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 | $166,396 | $217,402-23.5% | $185,823-10.5% | $167,490-0.7% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 11.85% | 148.36%-136.5pp | 122.05%-110.2pp | 478.56%-466.7pp |
| Employer contribution / active EE | $2,364 | $5,873-59.7% | $5,167-54.2% | $4,837-51.1% |
| Participant deferral / active EE | $7,314 | $6,356+15.1% | $5,568+31.4% | $6,341+15.3% |
| Admin fee / account holder | $40,444 | $19,811+104.2% | $16,237+149.1% | $12,309+228.6% |