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 | $124,296 | $210,648-41.0% | $177,989-30.2% | $145,922-14.8% |
| Participation rate | 88.2% | 80.8%+7.5pp | 77.1%+11.2pp | 80.3%+8.0pp |
| Annual return | 10.96% | 385.86%-374.9pp | 294.48%-283.5pp | 561.29%-550.3pp |
| Employer contribution / active EE | $4,392 | $4,565-3.8% | $3,949+11.2% | $4,660-5.7% |
| Participant deferral / active EE | $10,814 | $6,958+55.4% | $6,276+72.3% | $6,688+61.7% |
| Admin fee / account holder | $16,509 | $12,013+37.4% | $10,363+59.3% | $13,397+23.2% |