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 | $112,237 | $209,411-46.4% | $178,490-37.1% | $158,922-29.4% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 22.96% | 188.75%-165.8pp | 151.07%-128.1pp | 302.83%-279.9pp |
| Employer contribution / active EE | $3,960 | $5,706-30.6% | $5,011-21.0% | $4,761-16.8% |
| Participant deferral / active EE | $3,371 | $5,954-43.4% | $5,202-35.2% | $5,982-43.7% |
| Admin fee / account holder | $1,146 | $17,074-93.3% | $13,984-91.8% | $11,246-89.8% |