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 | $101,830 | $107,334-5.1% | $92,893+9.6% | $152,861-33.4% |
| Participation rate | 70.0% | 79.8%-9.8pp | 76.0%-6.0pp | 82.4%-12.4pp |
| Annual return | 21.56% | 145.58%-124.0pp | 109.41%-87.9pp | 345.32%-323.8pp |
| Employer contribution / active EE | $2,663 | $4,221-36.9% | $3,653-27.1% | $4,762-44.1% |
| Participant deferral / active EE | $6,498 | $4,845+34.1% | $4,236+53.4% | $5,850+11.1% |
| Admin fee / account holder | $836 | $7,079-88.2% | $5,794-85.6% | $11,596-92.8% |