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 | $106,692 | $159,901-33.3% | $146,958-27.4% | $145,922-26.9% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 16.84% | 98.13%-81.3pp | 418.34%-401.5pp | 561.29%-544.4pp |
| Employer contribution / active EE | $3,778 | $5,286-28.5% | $4,933-23.4% | $4,660-18.9% |
| Participant deferral / active EE | $13,419 | $8,428+59.2% | $8,070+66.3% | $6,688+100.6% |
| Admin fee / account holder | $2,749 | $15,044-81.7% | $12,998-78.9% | $13,397-79.5% |