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 | $111,755 | $144,119-22.5% | $117,854-5.2% | $147,584-24.3% |
| Participation rate | 75.0% | 83.4%-8.4pp | 79.7%-4.7pp | 82.8%-7.8pp |
| Annual return | 19.79% | 531.15%-511.4pp | 335.08%-315.3pp | 578.55%-558.8pp |
| Employer contribution / active EE | $7,715 | $4,896+57.6% | $3,786+103.8% | $4,876+58.2% |
| Participant deferral / active EE | $18,158 | $5,316+241.6% | $4,482+305.2% | $5,439+233.9% |
| Admin fee / account holder | $6,285 | $10,886-42.3% | $8,020-21.6% | $10,885-42.3% |