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 | $115,895 | $159,901-27.5% | $146,958-21.1% | $145,922-20.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.22% | 98.13%-83.9pp | 418.34%-404.1pp | 561.29%-547.1pp |
| Employer contribution / active EE | $2,144 | $5,286-59.4% | $4,933-56.5% | $4,660-54.0% |
| Participant deferral / active EE | $5,225 | $8,428-38.0% | $8,070-35.3% | $6,688-21.9% |
| Admin fee / account holder | $17,411 | $15,044+15.7% | $12,998+34.0% | $13,397+30.0% |