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 4-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 | $125,252 | $176,056-28.9% | $159,436-21.4% | $167,490-25.2% |
| Participation rate | 75.0% | 84.9%-9.9pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | 15.54% | 331.75%-316.2pp | 263.57%-248.0pp | 478.56%-463.0pp |
| Employer contribution / active EE | $4,659 | $5,297-12.1% | $4,829-3.5% | $4,837-3.7% |
| Participant deferral / active EE | $11,140 | $7,750+43.7% | $7,352+51.5% | $6,341+75.7% |
| Admin fee / account holder | $150,240 | $12,554+1096.8% | $10,799+1291.3% | $12,309+1120.6% |