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 | $102,031 | $144,119-29.2% | $117,854-13.4% | $147,584-30.9% |
| Participation rate | 90.9% | 83.4%+7.5pp | 79.7%+11.2pp | 82.8%+8.1pp |
| Annual return | 12.25% | 531.15%-518.9pp | 335.08%-322.8pp | 578.55%-566.3pp |
| Employer contribution / active EE | $4,112 | $4,896-16.0% | $3,786+8.6% | $4,876-15.7% |
| Participant deferral / active EE | $4,112 | $5,316-22.6% | $4,482-8.2% | $5,439-24.4% |
| Admin fee / account holder | $8,550 | $10,886-21.5% | $8,020+6.6% | $10,885-21.5% |