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 | $102,082 | $165,335-38.3% | $149,696-31.8% | $158,922-35.8% |
| Participation rate | 91.3% | 84.6%+6.7pp | 82.5%+8.8pp | 82.0%+9.3pp |
| Annual return | 12.47% | 348.15%-335.7pp | 276.60%-264.1pp | 302.83%-290.4pp |
| Employer contribution / active EE | $2,505 | $5,103-50.9% | $4,644-46.1% | $4,761-47.4% |
| Participant deferral / active EE | $8,508 | $7,181+18.5% | $6,842+24.3% | $5,982+42.2% |
| Admin fee / account holder | $28,417 | $10,807+163.0% | $9,309+205.3% | $11,246+152.7% |