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 | $152,905 | $209,411-27.0% | $178,490-14.3% | $158,922-3.8% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 24.86% | 188.75%-163.9pp | 151.07%-126.2pp | 302.83%-278.0pp |
| Employer contribution / active EE | $2,016 | $5,706-64.7% | $5,011-59.8% | $4,761-57.7% |
| Participant deferral / active EE | $4,759 | $5,954-20.1% | $5,202-8.5% | $5,982-20.4% |
| Admin fee / account holder | $4,324 | $17,074-74.7% | $13,984-69.1% | $11,246-61.6% |