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 | $51,642 | $226,064-77.2% | $182,532-71.7% | $152,861-66.2% |
| Participation rate | 93.3% | 82.5%+10.9pp | 78.0%+15.4pp | 82.4%+10.9pp |
| Annual return | 25.02% | 192.51%-167.5pp | 148.54%-123.5pp | 345.32%-320.3pp |
| Employer contribution / active EE | $4,091 | $4,978-17.8% | $4,076+0.4% | $4,762-14.1% |
| Participant deferral / active EE | $3,929 | $6,368-38.3% | $5,524-28.9% | $5,850-32.8% |
| Admin fee / account holder | $1,709 | $10,703-84.0% | $8,592-80.1% | $11,596-85.3% |