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 | $110,018 | $159,901-31.2% | $146,958-25.1% | $145,922-24.6% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.7pp | 80.3%-8.8pp |
| Annual return | 9.96% | 98.13%-88.2pp | 418.34%-408.4pp | 561.29%-551.3pp |
| Employer contribution / active EE | $2,585 | $5,286-51.1% | $4,933-47.6% | $4,660-44.5% |
| Participant deferral / active EE | $5,203 | $8,428-38.3% | $8,070-35.5% | $6,688-22.2% |
| Admin fee / account holder | $116,394 | $15,044+673.7% | $12,998+795.5% | $13,397+768.8% |