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 | $143,400 | $180,749-20.7% | $160,784-10.8% | $137,256+4.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 17.00% | 2234.46%-2217.5pp | 1803.92%-1786.9pp | 220.34%-203.3pp |
| Employer contribution / active EE | $4,728 | $4,155+13.8% | $3,733+26.7% | $4,156+13.8% |
| Participant deferral / active EE | $17,680 | $6,844+158.3% | $6,293+181.0% | $6,407+176.0% |
| Admin fee / account holder | $911 | $10,397-91.2% | $9,717-90.6% | $12,270-92.6% |