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 | $122,574 | $210,648-41.8% | $177,989-31.1% | $145,922-16.0% |
| Participation rate | 88.9% | 80.8%+8.1pp | 77.1%+11.8pp | 80.3%+8.6pp |
| Annual return | 19.65% | 385.86%-366.2pp | 294.48%-274.8pp | 561.29%-541.6pp |
| Employer contribution / active EE | $2,733 | $4,565-40.1% | $3,949-30.8% | $4,660-41.4% |
| Participant deferral / active EE | $3,595 | $6,958-48.3% | $6,276-42.7% | $6,688-46.2% |
| Admin fee / account holder | $31,236 | $12,013+160.0% | $10,363+201.4% | $13,397+133.2% |