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 | $115,353 | $158,398-27.2% | $126,539-8.8% | $142,382-19.0% |
| Participation rate | 88.9% | 75.8%+13.1pp | 69.8%+19.1pp | 80.1%+8.8pp |
| Annual return | 17.24% | 593.76%-576.5pp | 425.95%-408.7pp | 217.08%-199.8pp |
| Employer contribution / active EE | $4,539 | $4,650-2.4% | $3,674+23.6% | $4,299+5.6% |
| Participant deferral / active EE | $10,033 | $4,767+110.5% | $4,083+145.7% | $6,507+54.2% |
| Admin fee / account holder | $3,036 | $6,918-56.1% | $6,065-49.9% | $12,624-75.9% |