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 | $148,218 | $209,411-29.2% | $178,490-17.0% | $158,922-6.7% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 17.37% | 188.75%-171.4pp | 151.07%-133.7pp | 302.83%-285.5pp |
| Employer contribution / active EE | $4,457 | $5,706-21.9% | $5,011-11.0% | $4,761-6.4% |
| Participant deferral / active EE | $4,040 | $5,954-32.2% | $5,202-22.3% | $5,982-32.5% |
| Admin fee / account holder | $3,108 | $17,074-81.8% | $13,984-77.8% | $11,246-72.4% |