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 | $109,911 | $155,788-29.4% | $124,672-11.8% | $167,490-34.4% |
| Participation rate | 95.0% | 81.1%+13.9pp | 74.6%+20.4pp | 82.1%+12.9pp |
| Annual return | 30.94% | 17.97%+13.0pp | 5142.93%-5112.0pp | 478.56%-447.6pp |
| Employer contribution / active EE | $1,679 | $4,163-59.7% | $3,324-49.5% | $4,837-65.3% |
| Participant deferral / active EE | $3,123 | $5,673-44.9% | $4,614-32.3% | $6,341-50.7% |
| Admin fee / account holder | $15,779 | $9,531+65.6% | $7,493+110.6% | $12,309+28.2% |