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 | $103,390 | $124,185-16.7% | $108,410-4.6% | $167,490-38.3% |
| Participation rate | 89.5% | 82.3%+7.2pp | 80.1%+9.3pp | 82.1%+7.4pp |
| Annual return | 15.85% | 1379.64%-1363.8pp | 905.27%-889.4pp | 478.56%-462.7pp |
| Employer contribution / active EE | $2,967 | $4,187-29.1% | $3,558-16.6% | $4,837-38.7% |
| Participant deferral / active EE | $8,990 | $6,908+30.1% | $6,563+37.0% | $6,341+41.8% |
| Admin fee / account holder | $796 | $9,455-91.6% | $7,295-89.1% | $12,309-93.5% |