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 | $106,605 | $158,398-32.7% | $126,539-15.8% | $142,382-25.1% |
| Participation rate | 81.8% | 75.8%+6.0pp | 69.8%+12.0pp | 80.1%+1.7pp |
| Annual return | 20.56% | 593.76%-573.2pp | 425.95%-405.4pp | 217.08%-196.5pp |
| Employer contribution / active EE | $1,494 | $4,650-67.9% | $3,674-59.3% | $4,299-65.3% |
| Participant deferral / active EE | $7,082 | $4,767+48.6% | $4,083+73.5% | $6,507+8.8% |
| Admin fee / account holder | $1,004 | $6,918-85.5% | $6,065-83.4% | $12,624-92.0% |