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 | $89,391 | $226,064-60.5% | $182,532-51.0% | $152,861-41.5% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 19.24% | 192.51%-173.3pp | 148.54%-129.3pp | 345.32%-326.1pp |
| Employer contribution / active EE | $3,241 | $4,978-34.9% | $4,076-20.5% | $4,762-31.9% |
| Participant deferral / active EE | $3,034 | $6,368-52.4% | $5,524-45.1% | $5,850-48.1% |
| Admin fee / account holder | $32,834 | $10,703+206.8% | $8,592+282.1% | $11,596+183.1% |