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 | $109,108 | $159,901-31.8% | $146,958-25.8% | $145,922-25.2% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.7pp | 80.3%-8.8pp |
| Annual return | 18.24% | 98.13%-79.9pp | 418.34%-400.1pp | 561.29%-543.0pp |
| Employer contribution / active EE | $3,734 | $5,286-29.4% | $4,933-24.3% | $4,660-19.9% |
| Participant deferral / active EE | $6,215 | $8,428-26.3% | $8,070-23.0% | $6,688-7.1% |
| Admin fee / account holder | $554 | $15,044-96.3% | $12,998-95.7% | $13,397-95.9% |