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 | $102,721 | $165,984-38.1% | $164,813-37.7% | $145,922-29.6% |
| Participation rate | 72.7% | 82.0%-9.3pp | 78.6%-5.9pp | 80.3%-7.5pp |
| Annual return | 11.84% | 100.03%-88.2pp | 69.93%-58.1pp | 561.29%-549.4pp |
| Employer contribution / active EE | $10,280 | $5,273+95.0% | $4,341+136.8% | $4,660+120.6% |
| Participant deferral / active EE | $4,864 | $6,959-30.1% | $6,031-19.4% | $6,688-27.3% |
| Admin fee / account holder | $14,629 | $16,648-12.1% | $12,690+15.3% | $13,397+9.2% |