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 | $107,219 | $159,901-32.9% | $146,958-27.0% | $145,922-26.5% |
| Participation rate | 92.9% | 84.0%+8.9pp | 82.2%+10.7pp | 80.3%+12.6pp |
| Annual return | 26.69% | 98.13%-71.4pp | 418.34%-391.6pp | 561.29%-534.6pp |
| Employer contribution / active EE | $3,571 | $5,286-32.4% | $4,933-27.6% | $4,660-23.4% |
| Participant deferral / active EE | $4,207 | $8,428-50.1% | $8,070-47.9% | $6,688-37.1% |
| Admin fee / account holder | $2,501 | $15,044-83.4% | $12,998-80.8% | $13,397-81.3% |