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 | $78,841 | $111,535-29.3% | $105,223-25.1% | $137,256-42.6% |
| Participation rate | 90.0% | 78.1%+11.9pp | 75.0%+15.0pp | 80.0%+10.0pp |
| Annual return | 17.82% | 237.85%-220.0pp | 180.65%-162.8pp | 220.34%-202.5pp |
| Employer contribution / active EE | $6,723 | $3,939+70.7% | $3,689+82.3% | $4,156+61.8% |
| Participant deferral / active EE | $10,000 | $5,500+81.8% | $5,072+97.2% | $6,407+56.1% |
| Admin fee / account holder | $409 | $9,721-95.8% | $8,859-95.4% | $12,270-96.7% |