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 | $106,640 | $209,411-49.1% | $178,490-40.3% | $158,922-32.9% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 12.59% | 188.75%-176.2pp | 151.07%-138.5pp | 302.83%-290.2pp |
| Employer contribution / active EE | $9,551 | $5,706+67.4% | $5,011+90.6% | $4,761+100.6% |
| Participant deferral / active EE | $7,181 | $5,954+20.6% | $5,202+38.1% | $5,982+20.0% |
| Admin fee / account holder | $28,578 | $17,074+67.4% | $13,984+104.4% | $11,246+154.1% |