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 | $83,429 | $226,064-63.1% | $182,532-54.3% | $152,861-45.4% |
| Participation rate | 93.8% | 82.5%+11.3pp | 78.0%+15.8pp | 82.4%+11.3pp |
| Annual return | 26.84% | 192.51%-165.7pp | 148.54%-121.7pp | 345.32%-318.5pp |
| Employer contribution / active EE | $3,700 | $4,978-25.7% | $4,076-9.2% | $4,762-22.3% |
| Participant deferral / active EE | $7,619 | $6,368+19.6% | $5,524+37.9% | $5,850+30.2% |
| Admin fee / account holder | $3,090 | $10,703-71.1% | $8,592-64.0% | $11,596-73.4% |