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 | $104,932 | $159,901-34.4% | $146,958-28.6% | $145,922-28.1% |
| Participation rate | 95.8% | 84.0%+11.8pp | 82.2%+13.7pp | 80.3%+15.6pp |
| Annual return | 18.59% | 98.13%-79.5pp | 418.34%-399.7pp | 561.29%-542.7pp |
| Employer contribution / active EE | $3,222 | $5,286-39.1% | $4,933-34.7% | $4,660-30.9% |
| Participant deferral / active EE | $5,835 | $8,428-30.8% | $8,070-27.7% | $6,688-12.8% |
| Admin fee / account holder | $6,591 | $15,044-56.2% | $12,998-49.3% | $13,397-50.8% |