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 | $91,208 | $209,411-56.4% | $178,490-48.9% | $158,922-42.6% |
| Participation rate | 92.3% | 86.3%+6.0pp | 81.9%+10.4pp | 82.0%+10.3pp |
| Annual return | 16.99% | 188.75%-171.8pp | 151.07%-134.1pp | 302.83%-285.8pp |
| Employer contribution / active EE | $4,556 | $5,706-20.2% | $5,011-9.1% | $4,761-4.3% |
| Participant deferral / active EE | $5,056 | $5,954-15.1% | $5,202-2.8% | $5,982-15.5% |
| Admin fee / account holder | $659 | $17,074-96.1% | $13,984-95.3% | $11,246-94.1% |