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 | $109,780 | $169,032-35.1% | $129,207-15.0% | $145,922-24.8% |
| Participation rate | 71.4% | 76.4%-5.0pp | 69.6%+1.8pp | 80.3%-8.8pp |
| Annual return | 23.89% | 14330.11%-14306.2pp | 9417.33%-9393.4pp | 561.29%-537.4pp |
| Employer contribution / active EE | $1,632 | $5,537-70.5% | $4,153-60.7% | $4,660-65.0% |
| Participant deferral / active EE | $4,916 | $4,987-1.4% | $4,168+18.0% | $6,688-26.5% |
| Admin fee / account holder | $21,387 | $9,954+114.8% | $7,715+177.2% | $13,397+59.6% |