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 | $108,594 | $110,261-1.5% | $95,745+13.4% | $139,434-22.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 28.00% | 27.11%+0.9pp | 28.35%-0.4pp | 372.94%-344.9pp |
| Employer contribution / active EE | $990 | $3,257-69.6% | $2,835-65.1% | $4,751-79.2% |
| Participant deferral / active EE | $9,750 | $4,676+108.5% | $4,245+129.7% | $6,710+45.3% |
| Admin fee / account holder | $910 | $6,613-86.2% | $5,678-84.0% | $11,403-92.0% |