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 | $134,512 | $176,056-23.6% | $159,436-15.6% | $167,490-19.7% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 20.16% | 331.75%-311.6pp | 263.57%-243.4pp | 478.56%-458.4pp |
| Employer contribution / active EE | $3,775 | $5,297-28.7% | $4,829-21.8% | $4,837-22.0% |
| Participant deferral / active EE | $15,609 | $7,750+101.4% | $7,352+112.3% | $6,341+146.1% |
| Admin fee / account holder | $13,243 | $12,554+5.5% | $10,799+22.6% | $12,309+7.6% |