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 | $110,844 | $183,963-39.7% | $162,163-31.6% | $152,861-27.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 26.57% | 150.76%-124.2pp | 115.59%-89.0pp | 345.32%-318.7pp |
| Employer contribution / active EE | $3,492 | $6,371-45.2% | $5,614-37.8% | $4,762-26.7% |
| Participant deferral / active EE | $6,049 | $8,034-24.7% | $7,298-17.1% | $5,850+3.4% |
| Admin fee / account holder | $4,085 | $13,121-68.9% | $10,843-62.3% | $11,596-64.8% |