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 | $72,775 | $74,888-2.8% | $71,209+2.2% | $142,382-48.9% |
| Participation rate | 78.9% | 76.2%+2.7pp | 73.8%+5.2pp | 80.1%-1.2pp |
| Annual return | 54.61% | 345.14%-290.5pp | 282.51%-227.9pp | 217.08%-162.5pp |
| Employer contribution / active EE | $3,442 | $2,854+20.6% | $2,721+26.5% | $4,299-19.9% |
| Participant deferral / active EE | $7,515 | $4,454+68.7% | $4,175+80.0% | $6,507+15.5% |
| Admin fee / account holder | $49,792 | $5,568+794.2% | $5,349+830.9% | $12,624+294.4% |