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 | $149,040-22.6% | $120,225-4.1% | $137,256-16.0% |
| Participation rate | 88.9% | 75.4%+13.5pp | 69.6%+19.3pp | 80.0%+8.9pp |
| Annual return | 17.24% | 605.68%-588.4pp | 439.23%-422.0pp | 220.34%-203.1pp |
| Employer contribution / active EE | $4,539 | $4,350+4.3% | $3,475+30.6% | $4,156+9.2% |
| Participant deferral / active EE | $10,033 | $4,655+115.5% | $3,999+150.9% | $6,407+56.6% |
| Admin fee / account holder | $3,036 | $6,348-52.2% | $5,696-46.7% | $12,270-75.3% |