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 | $109,767 | $159,901-31.4% | $146,958-25.3% | $145,922-24.8% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 11.32% | 98.13%-86.8pp | 418.34%-407.0pp | 561.29%-550.0pp |
| Employer contribution / active EE | $2,550 | $5,286-51.8% | $4,933-48.3% | $4,660-45.3% |
| Participant deferral / active EE | $11,616 | $8,428+37.8% | $8,070+43.9% | $6,688+73.7% |
| Admin fee / account holder | $552 | $15,044-96.3% | $12,998-95.8% | $13,397-95.9% |