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 | $92,506 | $107,334-13.8% | $92,893-0.4% | $152,861-39.5% |
| Participation rate | 90.9% | 79.8%+11.1pp | 76.0%+14.9pp | 82.4%+8.5pp |
| Annual return | 26.05% | 145.58%-119.5pp | 109.41%-83.4pp | 345.32%-319.3pp |
| Employer contribution / active EE | $2,837 | $4,221-32.8% | $3,653-22.3% | $4,762-40.4% |
| Participant deferral / active EE | $6,189 | $4,845+27.8% | $4,236+46.1% | $5,850+5.8% |
| Admin fee / account holder | $8,832 | $7,079+24.8% | $5,794+52.4% | $11,596-23.8% |