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 | $115,195 | $144,119-20.1% | $117,854-2.3% | $147,584-21.9% |
| Participation rate | 91.3% | 83.4%+7.9pp | 79.7%+11.6pp | 82.8%+8.5pp |
| Annual return | 16.10% | 531.15%-515.0pp | 335.08%-319.0pp | 578.55%-562.4pp |
| Employer contribution / active EE | $3,440 | $4,896-29.7% | $3,786-9.1% | $4,876-29.4% |
| Participant deferral / active EE | $5,575 | $5,316+4.9% | $4,482+24.4% | $5,439+2.5% |
| Admin fee / account holder | $555 | $10,886-94.9% | $8,020-93.1% | $10,885-94.9% |