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 | $99,739 | $159,602-37.5% | $150,045-33.5% | $142,382-30.0% |
| Participation rate | 93.3% | 84.0%+9.4pp | 82.3%+11.0pp | 80.1%+13.2pp |
| Annual return | 16.81% | 70.24%-53.4pp | 62.55%-45.7pp | 217.08%-200.3pp |
| Employer contribution / active EE | $4,093 | $4,961-17.5% | $4,693-12.8% | $4,299-4.8% |
| Participant deferral / active EE | $11,157 | $8,310+34.3% | $7,997+39.5% | $6,507+71.5% |
| Admin fee / account holder | $30,033 | $14,846+102.3% | $13,435+123.5% | $12,624+137.9% |