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 | $101,604 | $198,466-48.8% | $170,442-40.4% | $147,584-31.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 17.90% | 257.29%-239.4pp | 205.93%-188.0pp | 578.55%-560.6pp |
| Employer contribution / active EE | $2,696 | $6,184-56.4% | $5,433-50.4% | $4,876-44.7% |
| Participant deferral / active EE | $7,510 | $5,629+33.4% | $4,939+52.0% | $5,439+38.1% |
| Admin fee / account holder | $4,059 | $16,852-75.9% | $13,880-70.8% | $10,885-62.7% |