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 | $109,408 | $165,335-33.8% | $149,696-26.9% | $158,922-31.2% |
| Participation rate | 87.5% | 84.6%+2.9pp | 82.5%+5.0pp | 82.0%+5.5pp |
| Annual return | 17.85% | 348.15%-330.3pp | 276.60%-258.8pp | 302.83%-285.0pp |
| Employer contribution / active EE | $9,597 | $5,103+88.1% | $4,644+106.6% | $4,761+101.6% |
| Participant deferral / active EE | $14,745 | $7,181+105.3% | $6,842+115.5% | $5,982+146.5% |
| Admin fee / account holder | $9,594 | $10,807-11.2% | $9,309+3.1% | $11,246-14.7% |