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 | $63,481 | $202,318-68.6% | $172,739-63.3% | $152,861-58.5% |
| Participation rate | 85.7% | 87.1%-1.3pp | 82.6%+3.1pp | 82.4%+3.3pp |
| Annual return | 25.40% | 1029.65%-1004.3pp | 802.84%-777.4pp | 345.32%-319.9pp |
| Employer contribution / active EE | $12,298 | $5,856+110.0% | $5,143+139.1% | $4,762+158.2% |
| Participant deferral / active EE | $8,136 | $5,948+36.8% | $5,198+56.5% | $5,850+39.1% |
| Admin fee / account holder | $1,374 | $17,109-92.0% | $13,954-90.2% | $11,596-88.1% |