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 | $101,979 | $158,398-35.6% | $126,539-19.4% | $142,382-28.4% |
| Participation rate | 71.4% | 75.8%-4.4pp | 69.8%+1.6pp | 80.1%-8.7pp |
| Annual return | 13.97% | 593.76%-579.8pp | 425.95%-412.0pp | 217.08%-203.1pp |
| Employer contribution / active EE | $1,992 | $4,650-57.2% | $3,674-45.8% | $4,299-53.7% |
| Participant deferral / active EE | $5,241 | $4,767+10.0% | $4,083+28.4% | $6,507-19.5% |
| Admin fee / account holder | $25,911 | $6,918+274.5% | $6,065+327.2% | $12,624+105.3% |