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 | $106,353 | $165,335-35.7% | $149,696-29.0% | $158,922-33.1% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 15.26% | 348.15%-332.9pp | 276.60%-261.3pp | 302.83%-287.6pp |
| Employer contribution / active EE | $10,879 | $5,103+113.2% | $4,644+134.2% | $4,761+128.5% |
| Participant deferral / active EE | $5,200 | $7,181-27.6% | $6,842-24.0% | $5,982-13.1% |
| Admin fee / account holder | $1,200 | $10,807-88.9% | $9,309-87.1% | $11,246-89.3% |