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 | $146,793 | $209,411-29.9% | $178,490-17.8% | $158,922-7.6% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 9.19% | 188.75%-179.6pp | 151.07%-141.9pp | 302.83%-293.6pp |
| Employer contribution / active EE | $2,067 | $5,706-63.8% | $5,011-58.7% | $4,761-56.6% |
| Participant deferral / active EE | $7,337 | $5,954+23.2% | $5,202+41.1% | $5,982+22.7% |
| Admin fee / account holder | $701 | $17,074-95.9% | $13,984-95.0% | $11,246-93.8% |