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 | $106,807 | $198,466-46.2% | $170,442-37.3% | $147,584-27.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 14.82% | 257.29%-242.5pp | 205.93%-191.1pp | 578.55%-563.7pp |
| Employer contribution / active EE | $8,961 | $6,184+44.9% | $5,433+64.9% | $4,876+83.8% |
| Participant deferral / active EE | $6,940 | $5,629+23.3% | $4,939+40.5% | $5,439+27.6% |
| Admin fee / account holder | $73,082 | $16,852+333.7% | $13,880+426.5% | $10,885+571.4% |