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 | $95,708 | $198,466-51.8% | $170,442-43.8% | $147,584-35.2% |
| Participation rate | 88.9% | 88.0%+0.9pp | 83.6%+5.3pp | 82.8%+6.1pp |
| Annual return | 15.41% | 257.29%-241.9pp | 205.93%-190.5pp | 578.55%-563.1pp |
| Employer contribution / active EE | $6,346 | $6,184+2.6% | $5,433+16.8% | $4,876+30.1% |
| Participant deferral / active EE | $3,072 | $5,629-45.4% | $4,939-37.8% | $5,439-43.5% |
| Admin fee / account holder | $2,425 | $16,852-85.6% | $13,880-82.5% | $10,885-77.7% |