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 | $109,210 | $210,648-48.2% | $177,989-38.6% | $145,922-25.2% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 8.44% | 385.86%-377.4pp | 294.48%-286.0pp | 561.29%-552.8pp |
| Employer contribution / active EE | $714 | $4,565-84.4% | $3,949-81.9% | $4,660-84.7% |
| Participant deferral / active EE | $5,963 | $6,958-14.3% | $6,276-5.0% | $6,688-10.8% |
| Admin fee / account holder | $10,438 | $12,013-13.1% | $10,363+0.7% | $13,397-22.1% |