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 | $133,211 | $153,772-13.4% | $133,980-0.6% | $273,961-51.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 171.42% | 36.51%+134.9pp | 29.30%+142.1pp | 41.45%+130.0pp |
| Employer contribution / active EE | $6,022 | $6,029-0.1% | $5,211+15.5% | $4,869+23.7% |
| Participant deferral / active EE | $3,588 | $6,958-48.4% | $6,282-42.9% | $5,287-32.1% |
| Admin fee / account holder | $501 | $11,765-95.7% | $9,324-94.6% | $10,132-95.1% |