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 | $65,247 | $198,466-67.1% | $170,442-61.7% | $147,584-55.8% |
| Participation rate | 88.9% | 88.0%+0.9pp | 83.6%+5.3pp | 82.8%+6.1pp |
| Annual return | 17.56% | 257.29%-239.7pp | 205.93%-188.4pp | 578.55%-561.0pp |
| Employer contribution / active EE | $4,844 | $6,184-21.7% | $5,433-10.8% | $4,876-0.7% |
| Participant deferral / active EE | $11,600 | $5,629+106.1% | $4,939+134.8% | $5,439+113.3% |
| Admin fee / account holder | $10,834 | $16,852-35.7% | $13,880-21.9% | $10,885-0.5% |