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 | $111,718 | $159,934-30.1% | $147,005-24.0% | $145,959-23.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.30% | 98.24%-87.9pp | 418.76%-408.5pp | 561.95%-551.6pp |
| Employer contribution / active EE | $3,667 | $5,287-30.6% | $4,934-25.7% | $4,661-21.3% |
| Participant deferral / active EE | $5,975 | $8,427-29.1% | $8,070-26.0% | $6,689-10.7% |
| Admin fee / account holder | $1,809 | $15,053-88.0% | $13,006-86.1% | $13,398-86.5% |