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 | $150,466 | $198,466-24.2% | $170,442-11.7% | $147,584+2.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 16.52% | 257.29%-240.8pp | 205.93%-189.4pp | 578.55%-562.0pp |
| Employer contribution / active EE | $2,857 | $6,184-53.8% | $5,433-47.4% | $4,876-41.4% |
| Participant deferral / active EE | $5,069 | $5,629-10.0% | $4,939+2.6% | $5,439-6.8% |
| Admin fee / account holder | $1,082 | $16,852-93.6% | $13,880-92.2% | $10,885-90.1% |