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 | $99,677 | $126,574-21.2% | $106,213-6.2% | $145,922-31.7% |
| Participation rate | 91.7% | 77.6%+14.0pp | 75.3%+16.4pp | 80.3%+11.4pp |
| Annual return | 12.08% | 224.79%-212.7pp | 116.14%-104.1pp | 561.29%-549.2pp |
| Employer contribution / active EE | $3,485 | $3,730-6.6% | $3,171+9.9% | $4,660-25.2% |
| Participant deferral / active EE | $4,484 | $5,724-21.7% | $5,016-10.6% | $6,688-33.0% |
| Admin fee / account holder | $5,005 | $17,304-71.1% | $11,033-54.6% | $13,397-62.6% |