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 | $103,791 | $159,901-35.1% | $146,958-29.4% | $145,922-28.9% |
| Participation rate | 95.0% | 84.0%+11.0pp | 82.2%+12.8pp | 80.3%+14.7pp |
| Annual return | 11.45% | 98.13%-86.7pp | 418.34%-406.9pp | 561.29%-549.8pp |
| Employer contribution / active EE | $3,180 | $5,286-39.8% | $4,933-35.5% | $4,660-31.8% |
| Participant deferral / active EE | $5,764 | $8,428-31.6% | $8,070-28.6% | $6,688-13.8% |
| Admin fee / account holder | $1,132 | $15,044-92.5% | $12,998-91.3% | $13,397-91.6% |