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 | $94,298 | $124,319-24.1% | $111,297-15.3% | $167,490-43.7% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 41.81% | 37.44%+4.4pp | 54.65%-12.8pp | 478.56%-436.7pp |
| Employer contribution / active EE | $2,929 | $3,435-14.7% | $2,731+7.3% | $4,837-39.4% |
| Participant deferral / active EE | $6,448 | $5,180+24.5% | $4,487+43.7% | $6,341+1.7% |
| Admin fee / account holder | $22,700 | $10,618+113.8% | $7,964+185.0% | $12,309+84.4% |