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 | $105,874 | $165,335-36.0% | $149,696-29.3% | $158,922-33.4% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 17.52% | 348.15%-330.6pp | 276.60%-259.1pp | 302.83%-285.3pp |
| Employer contribution / active EE | $3,836 | $5,103-24.8% | $4,644-17.4% | $4,761-19.4% |
| Participant deferral / active EE | $9,859 | $7,181+37.3% | $6,842+44.1% | $5,982+64.8% |
| Admin fee / account holder | $62,102 | $10,807+474.7% | $9,309+567.1% | $11,246+452.2% |