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 | $79,444 | $209,411-62.1% | $178,490-55.5% | $158,922-50.0% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 20.30% | 188.75%-168.5pp | 151.07%-130.8pp | 302.83%-282.5pp |
| Employer contribution / active EE | $2,641 | $5,706-53.7% | $5,011-47.3% | $4,761-44.5% |
| Participant deferral / active EE | $4,713 | $5,954-20.8% | $5,202-9.4% | $5,982-21.2% |
| Admin fee / account holder | $917 | $17,074-94.6% | $13,984-93.4% | $11,246-91.8% |