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 | $146,786 | $159,602-8.0% | $150,045-2.2% | $142,382+3.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 14.98% | 70.24%-55.3pp | 62.55%-47.6pp | 217.08%-202.1pp |
| Employer contribution / active EE | $2,969 | $4,961-40.2% | $4,693-36.7% | $4,299-30.9% |
| Participant deferral / active EE | $3,264 | $8,310-60.7% | $7,997-59.2% | $6,507-49.8% |
| Admin fee / account holder | $29,863 | $14,846+101.1% | $13,435+122.3% | $12,624+136.6% |