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 | $145,786 | $209,411-30.4% | $178,490-18.3% | $158,922-8.3% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 14.04% | 188.75%-174.7pp | 151.07%-137.0pp | 302.83%-288.8pp |
| Employer contribution / active EE | $15,756 | $5,706+176.1% | $5,011+214.5% | $4,761+230.9% |
| Participant deferral / active EE | $9,045 | $5,954+51.9% | $5,202+73.9% | $5,982+51.2% |
| Admin fee / account holder | $197,820 | $17,074+1058.6% | $13,984+1314.6% | $11,246+1659.1% |