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 | $106,748 | $100,773+5.9% | $88,946+20.0% | $142,382-25.0% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 15.19% | 70.18%-55.0pp | 57.82%-42.6pp | 217.08%-201.9pp |
| Employer contribution / active EE | $1,593 | $2,918-45.4% | $2,555-37.6% | $4,299-62.9% |
| Participant deferral / active EE | $2,469 | $5,230-52.8% | $4,581-46.1% | $6,507-62.1% |
| Admin fee / account holder | $3,477 | $9,693-64.1% | $8,261-57.9% | $12,624-72.5% |