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 | $91,564 | $72,400+26.5% | $67,502+35.6% | $145,922-37.3% |
| Participation rate | 76.2% | 76.9%-0.7pp | 72.9%+3.3pp | 80.3%-4.1pp |
| Annual return | 29.69% | 7182.46%-7152.8pp | 3512.12%-3482.4pp | 561.29%-531.6pp |
| Employer contribution / active EE | $3,646 | $3,069+18.8% | $2,731+33.5% | $4,660-21.7% |
| Participant deferral / active EE | $6,698 | $4,783+40.0% | $4,000+67.5% | $6,688+0.2% |
| Admin fee / account holder | $6,505 | $5,539+17.5% | $3,998+62.7% | $13,397-51.4% |