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 | $105,020 | $178,174-41.1% | $156,181-32.8% | $137,256-23.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 15.94% | 84.19%-68.3pp | 64.87%-48.9pp | 220.34%-204.4pp |
| Employer contribution / active EE | $9,711 | $4,972+95.3% | $4,294+126.1% | $4,156+133.7% |
| Participant deferral / active EE | $5,768 | $6,888-16.3% | $6,132-5.9% | $6,407-10.0% |
| Admin fee / account holder | $3,614 | $17,404-79.2% | $14,586-75.2% | $12,270-70.5% |