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 | $97,329 | $209,411-53.5% | $178,490-45.5% | $158,922-38.8% |
| Participation rate | 70.0% | 86.3%-16.3pp | 81.9%-11.9pp | 82.0%-12.0pp |
| Annual return | 15.10% | 188.75%-173.7pp | 151.07%-136.0pp | 302.83%-287.7pp |
| Employer contribution / active EE | $4,907 | $5,706-14.0% | $5,011-2.1% | $4,761+3.1% |
| Participant deferral / active EE | $4,695 | $5,954-21.1% | $5,202-9.7% | $5,982-21.5% |
| Admin fee / account holder | $841 | $17,074-95.1% | $13,984-94.0% | $11,246-92.5% |