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 | $104,141 | $97,757+6.5% | $83,848+24.2% | $135,375-23.1% |
| Participation rate | 70.8% | 80.0%-9.1pp | 76.1%-5.3pp | 82.6%-11.8pp |
| Annual return | 6.21% | 1287.37%-1281.2pp | 850.88%-844.7pp | 519.73%-513.5pp |
| Employer contribution / active EE | $852 | $4,222-79.8% | $3,631-76.5% | $4,779-82.2% |
| Participant deferral / active EE | $4,753 | $4,682+1.5% | $4,082+16.4% | $5,609-15.3% |
| Admin fee / account holder | $2,000 | $6,674-70.0% | $5,478-63.5% | $10,827-81.5% |