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 | $108,093 | $144,119-25.0% | $117,854-8.3% | $147,584-26.8% |
| Participation rate | 88.2% | 83.4%+4.8pp | 79.7%+8.6pp | 82.8%+5.4pp |
| Annual return | 18.16% | 531.15%-513.0pp | 335.08%-316.9pp | 578.55%-560.4pp |
| Employer contribution / active EE | $3,257 | $4,896-33.5% | $3,786-14.0% | $4,876-33.2% |
| Participant deferral / active EE | $6,784 | $5,316+27.6% | $4,482+51.4% | $5,439+24.7% |
| Admin fee / account holder | $4,157 | $10,886-61.8% | $8,020-48.2% | $10,885-61.8% |