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 | $105,888 | $202,318-47.7% | $172,739-38.7% | $152,861-30.7% |
| Participation rate | 95.0% | 87.1%+7.9pp | 82.6%+12.4pp | 82.4%+12.6pp |
| Annual return | 13.58% | 1029.65%-1016.1pp | 802.84%-789.3pp | 345.32%-331.7pp |
| Employer contribution / active EE | $5,846 | $5,856-0.2% | $5,143+13.7% | $4,762+22.8% |
| Participant deferral / active EE | $3,653 | $5,948-38.6% | $5,198-29.7% | $5,850-37.6% |
| Admin fee / account holder | $41,866 | $17,109+144.7% | $13,954+200.0% | $11,596+261.0% |