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 | $97,021 | $159,901-39.3% | $146,958-34.0% | $145,922-33.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 18.56% | 98.13%-79.6pp | 418.34%-399.8pp | 561.29%-542.7pp |
| Employer contribution / active EE | $2,752 | $5,286-47.9% | $4,933-44.2% | $4,660-40.9% |
| Participant deferral / active EE | $2,752 | $8,428-67.3% | $8,070-65.9% | $6,688-58.8% |
| Admin fee / account holder | $2,323 | $15,044-84.6% | $12,998-82.1% | $13,397-82.7% |