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 | $94,307 | $169,032-44.2% | $129,207-27.0% | $145,922-35.4% |
| Participation rate | 90.0% | 76.4%+13.6pp | 69.6%+20.4pp | 80.3%+9.7pp |
| Annual return | 29.42% | 14330.11%-14300.7pp | 9417.33%-9387.9pp | 561.29%-531.9pp |
| Employer contribution / active EE | $2,346 | $5,537-57.6% | $4,153-43.5% | $4,660-49.7% |
| Participant deferral / active EE | $5,220 | $4,987+4.7% | $4,168+25.2% | $6,688-21.9% |
| Admin fee / account holder | $18,022 | $9,954+81.0% | $7,715+133.6% | $13,397+34.5% |