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 | $110,231 | $159,602-30.9% | $150,045-26.5% | $142,382-22.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 24.95% | 70.24%-45.3pp | 62.55%-37.6pp | 217.08%-192.1pp |
| Employer contribution / active EE | $2,508 | $4,961-49.4% | $4,693-46.6% | $4,299-41.7% |
| Participant deferral / active EE | $8,575 | $8,310+3.2% | $7,997+7.2% | $6,507+31.8% |
| Admin fee / account holder | $855 | $14,846-94.2% | $13,435-93.6% | $12,624-93.2% |