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 | $111,088 | $227,553-51.2% | $189,557-41.4% | $167,490-33.7% |
| Participation rate | 93.8% | 82.5%+11.3pp | 78.4%+15.3pp | 82.1%+11.6pp |
| Annual return | 18.85% | 78.40%-59.5pp | 64.17%-45.3pp | 478.56%-459.7pp |
| Employer contribution / active EE | $3,769 | $5,316-29.1% | $4,412-14.6% | $4,837-22.1% |
| Participant deferral / active EE | $8,064 | $7,002+15.2% | $6,174+30.6% | $6,341+27.2% |
| Admin fee / account holder | $4,981 | $11,878-58.1% | $9,807-49.2% | $12,309-59.5% |