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 | $138,000 | $176,056-21.6% | $159,436-13.4% | $167,490-17.6% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 14.70% | 331.75%-317.1pp | 263.57%-248.9pp | 478.56%-463.9pp |
| Employer contribution / active EE | $2,282 | $5,297-56.9% | $4,829-52.8% | $4,837-52.8% |
| Participant deferral / active EE | $10,521 | $7,750+35.8% | $7,352+43.1% | $6,341+65.9% |
| Admin fee / account holder | $5,006 | $12,554-60.1% | $10,799-53.6% | $12,309-59.3% |