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 | $152,140 | $198,466-23.3% | $170,442-10.7% | $147,584+3.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 16.38% | 257.29%-240.9pp | 205.93%-189.5pp | 578.55%-562.2pp |
| Employer contribution / active EE | $2,804 | $6,184-54.6% | $5,433-48.4% | $4,876-42.5% |
| Participant deferral / active EE | $4,989 | $5,629-11.4% | $4,939+1.0% | $5,439-8.3% |
| Admin fee / account holder | $598 | $16,852-96.5% | $13,880-95.7% | $10,885-94.5% |