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 | $121,097 | $217,402-44.3% | $185,823-34.8% | $167,490-27.7% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 12.23% | 148.36%-136.1pp | 122.05%-109.8pp | 478.56%-466.3pp |
| Employer contribution / active EE | $4,299 | $5,873-26.8% | $5,167-16.8% | $4,837-11.1% |
| Participant deferral / active EE | $8,162 | $6,356+28.4% | $5,568+46.6% | $6,341+28.7% |
| Admin fee / account holder | $15,438 | $19,811-22.1% | $16,237-4.9% | $12,309+25.4% |