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 | $110,727 | $159,901-30.8% | $146,958-24.7% | $145,922-24.1% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.2%+7.8pp | 80.3%+9.7pp |
| Annual return | 11.73% | 98.13%-86.4pp | 418.34%-406.6pp | 561.29%-549.6pp |
| Employer contribution / active EE | $3,712 | $5,286-29.8% | $4,933-24.7% | $4,660-20.3% |
| Participant deferral / active EE | $8,333 | $8,428-1.1% | $8,070+3.3% | $6,688+24.6% |
| Admin fee / account holder | $7,369 | $15,044-51.0% | $12,998-43.3% | $13,397-45.0% |