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 | $101,617 | $111,535-8.9% | $105,223-3.4% | $137,256-26.0% |
| Participation rate | 92.9% | 78.1%+14.8pp | 75.0%+17.8pp | 80.0%+12.9pp |
| Annual return | 14.45% | 237.85%-223.4pp | 180.65%-166.2pp | 220.34%-205.9pp |
| Employer contribution / active EE | $2,583 | $3,939-34.4% | $3,689-30.0% | $4,156-37.9% |
| Participant deferral / active EE | $6,392 | $5,500+16.2% | $5,072+26.0% | $6,407-0.2% |
| Admin fee / account holder | $26,781 | $9,721+175.5% | $8,859+202.3% | $12,270+118.3% |