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 | $119,974 | $226,064-46.9% | $182,532-34.3% | $152,861-21.5% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 24.39% | 192.51%-168.1pp | 148.54%-124.1pp | 345.32%-320.9pp |
| Employer contribution / active EE | $4,273 | $4,978-14.2% | $4,076+4.8% | $4,762-10.3% |
| Participant deferral / active EE | $8,098 | $6,368+27.2% | $5,524+46.6% | $5,850+38.4% |
| Admin fee / account holder | $11,891 | $10,703+11.1% | $8,592+38.4% | $11,596+2.5% |