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 | $119,762 | $177,572-32.6% | $154,803-22.6% | $142,382-15.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 15.67% | 65.07%-49.4pp | 58.88%-43.2pp | 217.08%-201.4pp |
| Employer contribution / active EE | $8,793 | $4,810+82.8% | $4,305+104.2% | $4,299+104.5% |
| Participant deferral / active EE | $7,133 | $6,272+13.7% | $5,540+28.7% | $6,507+9.6% |
| Admin fee / account holder | $30,963 | $16,786+84.5% | $14,329+116.1% | $12,624+145.3% |