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 | $106,922 | $176,056-39.3% | $159,436-32.9% | $167,490-36.2% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 12.45% | 331.75%-319.3pp | 263.57%-251.1pp | 478.56%-466.1pp |
| Employer contribution / active EE | $7,599 | $5,297+43.5% | $4,829+57.3% | $4,837+57.1% |
| Participant deferral / active EE | $18,986 | $7,750+145.0% | $7,352+158.2% | $6,341+199.4% |
| Admin fee / account holder | $8,892 | $12,554-29.2% | $10,799-17.7% | $12,309-27.8% |