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 | $103,243 | $159,901-35.4% | $146,958-29.7% | $145,922-29.2% |
| Participation rate | 92.9% | 84.0%+8.9pp | 82.2%+10.7pp | 80.3%+12.6pp |
| Annual return | 14.11% | 98.13%-84.0pp | 418.34%-404.2pp | 561.29%-547.2pp |
| Employer contribution / active EE | $2,934 | $5,286-44.5% | $4,933-40.5% | $4,660-37.0% |
| Participant deferral / active EE | $5,345 | $8,428-36.6% | $8,070-33.8% | $6,688-20.1% |
| Admin fee / account holder | $4,139 | $15,044-72.5% | $12,998-68.2% | $13,397-69.1% |