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 | $99,403 | $135,635-26.7% | $110,238-9.8% | $135,375-26.6% |
| Participation rate | 88.2% | 83.5%+4.8pp | 79.8%+8.4pp | 82.6%+5.6pp |
| Annual return | 10.25% | 513.19%-502.9pp | 314.74%-304.5pp | 519.73%-509.5pp |
| Employer contribution / active EE | $9,252 | $4,906+88.6% | $3,826+141.8% | $4,779+93.6% |
| Participant deferral / active EE | $4,579 | $5,506-16.8% | $4,672-2.0% | $5,609-18.4% |
| Admin fee / account holder | $20,525 | $11,457+79.2% | $8,547+140.1% | $10,827+89.6% |