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 | $109,729 | $176,056-37.7% | $159,436-31.2% | $167,490-34.5% |
| Participation rate | 86.4% | 84.9%+1.4pp | 82.8%+3.5pp | 82.1%+4.3pp |
| Annual return | 20.10% | 331.75%-311.7pp | 263.57%-243.5pp | 478.56%-458.5pp |
| Employer contribution / active EE | $8,849 | $5,297+67.1% | $4,829+83.2% | $4,837+82.9% |
| Participant deferral / active EE | $10,701 | $7,750+38.1% | $7,352+45.6% | $6,341+68.8% |
| Admin fee / account holder | $4,285 | $12,554-65.9% | $10,799-60.3% | $12,309-65.2% |