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 | $103,310 | $209,411-50.7% | $178,490-42.1% | $158,922-35.0% |
| Participation rate | 77.8% | 86.3%-8.6pp | 81.9%-4.1pp | 82.0%-4.2pp |
| Annual return | 19.23% | 188.75%-169.5pp | 151.07%-131.8pp | 302.83%-283.6pp |
| Employer contribution / active EE | $5,321 | $5,706-6.8% | $5,011+6.2% | $4,761+11.8% |
| Participant deferral / active EE | $8,890 | $5,954+49.3% | $5,202+70.9% | $5,982+48.6% |
| Admin fee / account holder | $311 | $17,074-98.2% | $13,984-97.8% | $11,246-97.2% |