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 | $154,870 | $209,411-26.0% | $178,490-13.2% | $158,922-2.5% |
| Participation rate | 83.3% | 86.3%-3.0pp | 81.9%+1.4pp | 82.0%+1.4pp |
| Annual return | 16.40% | 188.75%-172.4pp | 151.07%-134.7pp | 302.83%-286.4pp |
| Employer contribution / active EE | $10,514 | $5,706+84.2% | $5,011+109.8% | $4,761+120.8% |
| Participant deferral / active EE | $8,994 | $5,954+51.0% | $5,202+72.9% | $5,982+50.3% |
| Admin fee / account holder | $1,329 | $17,074-92.2% | $13,984-90.5% | $11,246-88.2% |