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 | $85,077 | $209,411-59.4% | $178,490-52.3% | $158,922-46.5% |
| Participation rate | 83.3% | 86.3%-3.0pp | 81.9%+1.4pp | 82.0%+1.4pp |
| Annual return | 15.09% | 188.75%-173.7pp | 151.07%-136.0pp | 302.83%-287.7pp |
| Employer contribution / active EE | $1,947 | $5,706-65.9% | $5,011-61.2% | $4,761-59.1% |
| Participant deferral / active EE | $9,469 | $5,954+59.0% | $5,202+82.0% | $5,982+58.3% |
| Admin fee / account holder | $409 | $17,074-97.6% | $13,984-97.1% | $11,246-96.4% |