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 | $109,323 | $173,345-36.9% | $136,007-19.6% | $145,922-25.1% |
| Participation rate | 93.8% | 80.5%+13.3pp | 76.5%+17.3pp | 80.3%+13.5pp |
| Annual return | 10.67% | 1163.32%-1152.6pp | 579.32%-568.7pp | 561.29%-550.6pp |
| Employer contribution / active EE | $4,078 | $5,278-22.7% | $4,217-3.3% | $4,660-12.5% |
| Participant deferral / active EE | $8,897 | $8,699+2.3% | $7,025+26.7% | $6,688+33.0% |
| Admin fee / account holder | $8,372 | $9,954-15.9% | $6,858+22.1% | $13,397-37.5% |