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 | $107,011 | $209,411-48.9% | $178,490-40.0% | $158,922-32.7% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 8.77% | 188.75%-180.0pp | 151.07%-142.3pp | 302.83%-294.1pp |
| Employer contribution / active EE | $4,772 | $5,706-16.4% | $5,011-4.8% | $4,761+0.2% |
| Participant deferral / active EE | $6,320 | $5,954+6.1% | $5,202+21.5% | $5,982+5.7% |
| Admin fee / account holder | $50,517 | $17,074+195.9% | $13,984+261.2% | $11,246+349.2% |