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 | $101,982 | $159,901-36.2% | $146,958-30.6% | $145,922-30.1% |
| Participation rate | 81.0% | 84.0%-3.0pp | 82.2%-1.2pp | 80.3%+0.7pp |
| Annual return | 16.96% | 98.13%-81.2pp | 418.34%-401.4pp | 561.29%-544.3pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $8,499 | $8,428+0.8% | $8,070+5.3% | $6,688+27.1% |
| Admin fee / account holder | $585 | $15,044-96.1% | $12,998-95.5% | $13,397-95.6% |