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 | $102,351 | $144,119-29.0% | $117,854-13.2% | $147,584-30.6% |
| Participation rate | 75.0% | 83.4%-8.4pp | 79.7%-4.7pp | 82.8%-7.8pp |
| Annual return | 15.53% | 531.15%-515.6pp | 335.08%-319.5pp | 578.55%-563.0pp |
| Employer contribution / active EE | $6,744 | $4,896+37.7% | $3,786+78.1% | $4,876+38.3% |
| Participant deferral / active EE | $5,621 | $5,316+5.7% | $4,482+25.4% | $5,439+3.3% |
| Admin fee / account holder | $712 | $10,886-93.5% | $8,020-91.1% | $10,885-93.5% |