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 | $120,794 | $159,602-24.3% | $150,045-19.5% | $142,382-15.2% |
| Participation rate | 71.4% | 84.0%-12.5pp | 82.3%-10.9pp | 80.1%-8.7pp |
| Annual return | 12.47% | 70.24%-57.8pp | 62.55%-50.1pp | 217.08%-204.6pp |
| Employer contribution / active EE | $8,680 | $4,961+75.0% | $4,693+85.0% | $4,299+101.9% |
| Participant deferral / active EE | $8,576 | $8,310+3.2% | $7,997+7.2% | $6,507+31.8% |
| Admin fee / account holder | $152,413 | $14,846+926.6% | $13,435+1034.5% | $12,624+1107.4% |