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 | $125,057 | $226,064-44.7% | $182,532-31.5% | $152,861-18.2% |
| Participation rate | 84.6% | 82.5%+2.2pp | 78.0%+6.6pp | 82.4%+2.2pp |
| Annual return | 29.34% | 192.51%-163.2pp | 148.54%-119.2pp | 345.32%-316.0pp |
| Employer contribution / active EE | $3,026 | $4,978-39.2% | $4,076-25.8% | $4,762-36.5% |
| Participant deferral / active EE | $9,627 | $6,368+51.2% | $5,524+74.3% | $5,850+64.6% |
| Admin fee / account holder | $41,322 | $10,703+286.1% | $8,592+380.9% | $11,596+256.3% |