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 | $120,323 | $209,411-42.5% | $178,490-32.6% | $158,922-24.3% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 13.41% | 188.75%-175.3pp | 151.07%-137.7pp | 302.83%-289.4pp |
| Employer contribution / active EE | $6,307 | $5,706+10.5% | $5,011+25.9% | $4,761+32.5% |
| Participant deferral / active EE | $4,766 | $5,954-20.0% | $5,202-8.4% | $5,982-20.3% |
| Admin fee / account holder | $5,329 | $17,074-68.8% | $13,984-61.9% | $11,246-52.6% |