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 | $147,602 | $138,065+6.9% | $123,544+19.5% | $135,375+9.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 1.18% | 153.68%-152.5pp | 119.20%-118.0pp | 519.73%-518.5pp |
| Employer contribution / active EE | $2,120 | $5,151-58.8% | $4,628-54.2% | $4,779-55.6% |
| Participant deferral / active EE | $5,439 | $6,799-20.0% | $6,426-15.4% | $5,609-3.0% |
| Admin fee / account holder | $1,187 | $10,916-89.1% | $9,284-87.2% | $10,827-89.0% |