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 | $105,359 | $202,318-47.9% | $172,739-39.0% | $152,861-31.1% |
| Participation rate | 93.8% | 87.1%+6.7pp | 82.6%+11.1pp | 82.4%+11.3pp |
| Annual return | 28.80% | 1029.65%-1000.9pp | 802.84%-774.0pp | 345.32%-316.5pp |
| Employer contribution / active EE | $5,124 | $5,856-12.5% | $5,143-0.4% | $4,762+7.6% |
| Participant deferral / active EE | $3,428 | $5,948-42.4% | $5,198-34.0% | $5,850-41.4% |
| Admin fee / account holder | $1,351 | $17,109-92.1% | $13,954-90.3% | $11,596-88.3% |