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 | $70,231 | $159,901-56.1% | $146,958-52.2% | $145,922-51.9% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.1pp |
| Annual return | 17.16% | 98.13%-81.0pp | 418.34%-401.2pp | 561.29%-544.1pp |
| Employer contribution / active EE | $3,063 | $5,286-42.1% | $4,933-37.9% | $4,660-34.3% |
| Participant deferral / active EE | $11,658 | $8,428+38.3% | $8,070+44.5% | $6,688+74.3% |
| Admin fee / account holder | $314 | $15,044-97.9% | $12,998-97.6% | $13,397-97.7% |