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 | $100,106 | $149,040-32.8% | $120,225-16.7% | $137,256-27.1% |
| Participation rate | 82.6% | 75.4%+7.2pp | 69.6%+13.0pp | 80.0%+2.6pp |
| Annual return | 13.55% | 605.68%-592.1pp | 439.23%-425.7pp | 220.34%-206.8pp |
| Employer contribution / active EE | $5,031 | $4,350+15.7% | $3,475+44.8% | $4,156+21.1% |
| Participant deferral / active EE | $8,204 | $4,655+76.2% | $3,999+105.2% | $6,407+28.0% |
| Admin fee / account holder | $2,784 | $6,348-56.1% | $5,696-51.1% | $12,270-77.3% |