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 | $98,428 | $165,335-40.5% | $149,696-34.2% | $158,922-38.1% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 24.36% | 348.15%-323.8pp | 276.60%-252.2pp | 302.83%-278.5pp |
| Employer contribution / active EE | $6,125 | $5,103+20.0% | $4,644+31.9% | $4,761+28.7% |
| Participant deferral / active EE | $14,029 | $7,181+95.4% | $6,842+105.1% | $5,982+134.5% |
| Admin fee / account holder | $20,640 | $10,807+91.0% | $9,309+121.7% | $11,246+83.5% |