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 | $101,211 | $176,056-42.5% | $159,436-36.5% | $167,490-39.6% |
| Participation rate | 94.4% | 84.9%+9.5pp | 82.8%+11.6pp | 82.1%+12.3pp |
| Annual return | 15.62% | 331.75%-316.1pp | 263.57%-247.9pp | 478.56%-462.9pp |
| Employer contribution / active EE | $7,411 | $5,297+39.9% | $4,829+53.5% | $4,837+53.2% |
| Participant deferral / active EE | $5,907 | $7,750-23.8% | $7,352-19.7% | $6,341-6.8% |
| Admin fee / account holder | $4,316 | $12,554-65.6% | $10,799-60.0% | $12,309-64.9% |