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 | $108,046 | $138,044-21.7% | $125,339-13.8% | $134,475-19.7% |
| Participation rate | 92.3% | 84.5%+7.8pp | 82.4%+9.9pp | 81.2%+11.1pp |
| Annual return | 2.75% | 750.33%-747.6pp | 572.05%-569.3pp | 417.96%-415.2pp |
| Employer contribution / active EE | $1,976 | $5,243-62.3% | $4,814-59.0% | $4,740-58.3% |
| Participant deferral / active EE | $3,465 | $7,799-55.6% | $7,446-53.5% | $6,400-45.9% |
| Admin fee / account holder | $29,245 | $11,571+152.7% | $10,010+192.2% | $11,426+156.0% |