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 | $92,689 | $109,817-15.6% | $98,442-5.8% | $167,490-44.7% |
| Participation rate | 80.0% | 75.8%+4.2pp | 73.3%+6.7pp | 82.1%-2.1pp |
| Annual return | 28.73% | 1956.69%-1928.0pp | 1492.73%-1464.0pp | 478.56%-449.8pp |
| Employer contribution / active EE | $4,236 | $3,224+31.4% | $2,960+43.1% | $4,837-12.4% |
| Participant deferral / active EE | $4,171 | $4,673-10.7% | $4,276-2.5% | $6,341-34.2% |
| Admin fee / account holder | $4,587 | $6,753-32.1% | $5,949-22.9% | $12,309-62.7% |