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 | $142,170 | $209,411-32.1% | $178,490-20.3% | $158,922-10.5% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 16.27% | 188.75%-172.5pp | 151.07%-134.8pp | 302.83%-286.6pp |
| Employer contribution / active EE | $2,620 | $5,706-54.1% | $5,011-47.7% | $4,761-45.0% |
| Participant deferral / active EE | $3,472 | $5,954-41.7% | $5,202-33.3% | $5,982-42.0% |
| Admin fee / account holder | $4,315 | $17,074-74.7% | $13,984-69.1% | $11,246-61.6% |