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 | $106,751 | $176,056-39.4% | $159,436-33.0% | $167,490-36.3% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 14.35% | 331.75%-317.4pp | 263.57%-249.2pp | 478.56%-464.2pp |
| Employer contribution / active EE | $4,136 | $5,297-21.9% | $4,829-14.3% | $4,837-14.5% |
| Participant deferral / active EE | $14,067 | $7,750+81.5% | $7,352+91.3% | $6,341+121.8% |
| Admin fee / account holder | $3,596 | $12,554-71.4% | $10,799-66.7% | $12,309-70.8% |