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 | $82,895 | $209,411-60.4% | $178,490-53.6% | $158,922-47.8% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 6.44% | 188.75%-182.3pp | 151.07%-144.6pp | 302.83%-296.4pp |
| Employer contribution / active EE | $4,523 | $5,706-20.7% | $5,011-9.7% | $4,761-5.0% |
| Participant deferral / active EE | $4,126 | $5,954-30.7% | $5,202-20.7% | $5,982-31.0% |
| Admin fee / account holder | $36,526 | $17,074+113.9% | $13,984+161.2% | $11,246+224.8% |