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 | $113,968 | $226,064-49.6% | $182,532-37.6% | $152,861-25.4% |
| Participation rate | 88.9% | 82.5%+6.4pp | 78.0%+10.9pp | 82.4%+6.4pp |
| Annual return | 20.58% | 192.51%-171.9pp | 148.54%-128.0pp | 345.32%-324.7pp |
| Employer contribution / active EE | $4,956 | $4,978-0.4% | $4,076+21.6% | $4,762+4.1% |
| Participant deferral / active EE | $4,913 | $6,368-22.8% | $5,524-11.1% | $5,850-16.0% |
| Admin fee / account holder | $3,058 | $10,703-71.4% | $8,592-64.4% | $11,596-73.6% |