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 | $82,780 | $159,934-48.2% | $147,005-43.7% | $145,959-43.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 21.40% | 98.24%-76.8pp | 418.76%-397.4pp | 561.95%-540.5pp |
| Employer contribution / active EE | $6,699 | $5,287+26.7% | $4,934+35.8% | $4,661+43.7% |
| Participant deferral / active EE | $5,750 | $8,427-31.8% | $8,070-28.7% | $6,689-14.0% |
| Admin fee / account holder | $13,314 | $15,053-11.6% | $13,006+2.4% | $13,398-0.6% |