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 | $83,226 | $176,662-52.9% | $130,648-36.3% | $152,861-45.6% |
| Participation rate | 85.7% | 79.0%+6.8pp | 71.7%+14.0pp | 82.4%+3.3pp |
| Annual return | 23.32% | 2692.24%-2668.9pp | 1708.96%-1685.6pp | 345.32%-322.0pp |
| Employer contribution / active EE | $5,888 | $5,742+2.5% | $4,092+43.9% | $4,762+23.6% |
| Participant deferral / active EE | $8,854 | $4,361+103.0% | $3,603+145.8% | $5,850+51.3% |
| Admin fee / account holder | $545 | $7,133-92.4% | $5,464-90.0% | $11,596-95.3% |