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 | $205,930 | $217,402-5.3% | $185,823+10.8% | $167,490+23.0% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 11.22% | 148.36%-137.1pp | 122.05%-110.8pp | 478.56%-467.3pp |
| Employer contribution / active EE | $2,214 | $5,873-62.3% | $5,167-57.1% | $4,837-54.2% |
| Participant deferral / active EE | $4,972 | $6,356-21.8% | $5,568-10.7% | $6,341-21.6% |
| Admin fee / account holder | $2,510 | $19,811-87.3% | $16,237-84.5% | $12,309-79.6% |