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 | $70,607 | $159,934-55.9% | $147,005-52.0% | $145,959-51.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.83% | 98.24%-88.4pp | 418.76%-408.9pp | 561.95%-552.1pp |
| Employer contribution / active EE | $3,825 | $5,287-27.7% | $4,934-22.5% | $4,661-17.9% |
| Participant deferral / active EE | $11,950 | $8,427+41.8% | $8,070+48.1% | $6,689+78.7% |
| Admin fee / account holder | $6,653 | $15,053-55.8% | $13,006-48.8% | $13,398-50.3% |