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 | $99,310 | $201,259-50.7% | $184,200-46.1% | $145,959-32.0% |
| Participation rate | 80.0% | 87.5%-7.5pp | 86.8%-6.8pp | 80.3%-0.3pp |
| Annual return | 10.25% | 28.98%-18.7pp | 28.80%-18.5pp | 561.95%-551.7pp |
| Employer contribution / active EE | $4,600 | $7,018-34.5% | $6,424-28.4% | $4,661-1.3% |
| Participant deferral / active EE | $14,058 | $9,806+43.4% | $9,132+53.9% | $6,689+110.2% |
| Admin fee / account holder | $154,840 | $16,372+845.7% | $13,907+1013.4% | $13,398+1055.7% |