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 | $74,232 | $217,402-65.9% | $185,823-60.1% | $167,490-55.7% |
| Participation rate | 85.7% | 86.0%-0.3pp | 81.7%+4.0pp | 82.1%+3.6pp |
| Annual return | 15.91% | 148.36%-132.5pp | 122.05%-106.1pp | 478.56%-462.7pp |
| Employer contribution / active EE | $7,217 | $5,873+22.9% | $5,167+39.7% | $4,837+49.2% |
| Participant deferral / active EE | $6,615 | $6,356+4.1% | $5,568+18.8% | $6,341+4.3% |
| Admin fee / account holder | $497 | $19,811-97.5% | $16,237-96.9% | $12,309-96.0% |