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 | $108,926 | $157,256-30.7% | $141,162-22.8% | $152,861-28.7% |
| Participation rate | 90.9% | 84.8%+6.1pp | 82.5%+8.4pp | 82.4%+8.5pp |
| Annual return | 18.88% | 64.32%-45.4pp | 71.39%-52.5pp | 345.32%-326.4pp |
| Employer contribution / active EE | $3,563 | $5,261-32.3% | $4,735-24.8% | $4,762-25.2% |
| Participant deferral / active EE | $7,939 | $7,109+11.7% | $6,709+18.3% | $5,850+35.7% |
| Admin fee / account holder | $61,941 | $12,120+411.1% | $10,261+503.6% | $11,596+434.1% |