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 | $138,855 | $177,572-21.8% | $154,803-10.3% | $142,382-2.5% |
| Participation rate | 91.7% | 82.1%+9.6pp | 78.1%+13.6pp | 80.1%+11.5pp |
| Annual return | 19.48% | 65.07%-45.6pp | 58.88%-39.4pp | 217.08%-197.6pp |
| Employer contribution / active EE | $10,003 | $4,810+108.0% | $4,305+132.3% | $4,299+132.7% |
| Participant deferral / active EE | $8,610 | $6,272+37.3% | $5,540+55.4% | $6,507+32.3% |
| Admin fee / account holder | $45,284 | $16,786+169.8% | $14,329+216.0% | $12,624+258.7% |